Matthew Charles Wilson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2008 → 10/2021
  Edward Jones
  St Louis, MO
• 10/2021 → Present
  Lpl Financial Llc
  South Bend, IN

Previous Registrations

• 2008-07-23 → 2021-10-26
  Edward Jones
  St Louis, MO
  Mishawaka, IN
  South Bend, IN
  South Bend, IN
  South Bend, IN

Other Businesses

1)10/2021- Cornerstone Wealth Services - DBA for LPL Business (entity for LPL business)- inv. related- South Bend, IN 2)10/2021- Non-Variable Insurance- LTC trails only- inv. related- South Bend, IN- start date 2004 3) 04/28/2022 - Pickett Group Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance -Producer - Start Date - 04/01/2022 - 5 Hours Per Month/ 1 Hours During Securities Trading. 4) 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 5) 09/29/2023 - Legacy Wealth Management - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date 01/10/2022 - 0 Hours Per Month 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-07-10

Other Names

• Matthew Wilson