Best Investors Account Sign in

Matthew T Young

LPl Financial LLC

Hurricane, WV

CRD 5445721

Claim This Profile
Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2024-04-18
TX RA APPROVED 2024-04-17
  • WV RA
    APPROVED
    Since 2024-04-18
  • TX RA
    APPROVED
    Since 2024-04-17

Branch Locations

13 Chase Drive, Hurricane, WV 25526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Horizon Financial Cross Lanes WV 01/2007 Present
G.A. Repple & Company Casselberry FL 10/2007 04/2024
Lpl Financial Llc Hurricane WV 04/2024 Present
  • 01/2007 → Present
    Horizon Financial
    Cross Lanes, WV
  • 10/2007 → 04/2024
    G.A. Repple & Company
    Casselberry, FL
  • 04/2024 → Present
    Hurricane, WV
Previous Registrations
Other Businesses

1) 04/2024 - HFS INSURANCE BUSINESS / Non-Variable Insurance / Inv. Related / Hurricane, WV / Start date 12/13/2001 - 20 Hrs per month - 10 % Time Spent 2) 04/2024 - Horizon Financial Solutions, INC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 80% Time Spent 3) 04/2024 - Talbott Real Property LLC / Business Entity For Tax/Investment Purposes Only / Inv. Related / Hurricane, WV / Start date 08/26/2020 - 4 Hrs per month - 1 % Time Spent 4) 04/2024 - Genesis Running LLC / Business Owner / Onwer/Head running coach / Inv. Related / Hurricane, WV / Start date 12/01/2007 - 20 Hrs per month - 5 % Time Spent 5) 04/2024 - Horizon Financial / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 80% Time Spent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-28
  • S66 Uniform Combined State Law Examination
    2007-11-28
Designations
  • Certified Financial Planner
Other Names
  • Matt Talbott Young

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Hurricane, WV

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor