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Matthew J Freeman

LPl Financial LLC

Glen Allen, VA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-04-21
  • VA RA
    APPROVED
    Since 2025-04-21

Branch Locations

4801 Cox Rd Ste 204, Glen Allen, VA 23060-6803 • 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
Etz Insurance Agency Richmond VA 04/2014 09/2017
Massachusetts Mutual Life Insurance Company Springfield MA 07/2016 09/2017
Mml Investors Services, Llc Richmond VA 07/2016 09/2017
The Prudential Insurance Company Of America Glen Allen VA 09/2017 09/2020
Pruco Securities Llc Glen Allen VA 09/2017 09/2020
Cetera Advisor Networks Llc El Segundo CA 09/2020 04/2025
Etz Financial Services, Inc N Chesterfield VA 02/2015 04/2025
Ellis & Etz Insurance Associates Inc. N Chesterfield VA 04/2014 04/2025
Cetera Investment Advisers Llc Schaumburg IL 06/2023 04/2025
Lpl Financial Llc Glen Allen VA 04/2025 Present
  • 04/2014 → 09/2017
    Etz Insurance Agency
    Richmond, VA
  • 07/2016 → 09/2017
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 07/2016 → 09/2017
    Richmond, VA
  • 09/2017 → 09/2020
    The Prudential Insurance Company Of America
    Glen Allen, VA
  • 09/2017 → 09/2020
    Glen Allen, VA
  • 09/2020 → 04/2025
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 02/2015 → 04/2025
    Etz Financial Services, Inc
    N Chesterfield, VA
  • 04/2014 → 04/2025
    Ellis & Etz Insurance Associates Inc.
    N Chesterfield, VA
  • 06/2023 → 04/2025
    Schaumburg, IL
  • 04/2025 → Present
    Glen Allen, VA
Previous Registrations
  • 2023-06-29 → 2025-04-22
    Midlothian, VA
    Midlothian, VA
  • 2020-09-08 → 2023-06-29
    Cetera Wealth Services, Llc
    N Chesterfield, VA
    Midlothian, VA
    Mechanicsburg, PA
    Midlothian, VA
    Midlothian, VA
  • 2017-09-26 → 2020-09-14
    North Chesterfield, VA
    Glen Allen, VA
  • 2017-03-25 → 2017-09-18
    Richmond, VA
  • 2015-12-11 → 2017-03-25
    Msi Financial Services, Inc.
    Richmond, VA
    Richmond, VA
  • 2014-10-13 → 2015-12-21
    Midlothian, VA
    North Chesterfield, VA
    Midlothian, VA
Other Businesses

1)04/15/2025 - Chase Dominion Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)04/15/2025 - Matthew Freeman - Non-Variable Insurance - Property & Casualty - Inv Rel - Midlothian, VA - Start: 04/2014 5 Hr/Mth

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-06
S63 Uniform Securities Agent State Law Examination 2012-08-23
  • S65 Uniform Investment Adviser Law Examination
    2014-10-06
  • S63 Uniform Securities Agent State Law Examination
    2012-08-23
Other Names
  • Matt Freeman
  • Matthew J Freeman
  • Matthew James Freeman

View on SEC IAPD

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