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Matthew Patrick Anderson

LPl Financial LLC

Fort Mill, SC

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-03
SC RA APPROVED 2024-01-03
TX RA APPROVED 2024-01-03
  • NC RA
    APPROVED
    Since 2024-01-03
  • SC RA
    APPROVED
    Since 2024-01-03
  • TX RA
    APPROVED
    Since 2024-01-03

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • 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
Erie Yacht Club Erie PA 08/2012 08/2018
Cetera Advisor Networks Llc El Segundo CA 12/2016 12/2017
Waddell & Reed Columbia SC 03/2018 06/2018
Ubs Financial Services Inc Charlotte NC 08/2018 03/2023
Lpl Financial Llc Fort Mill SC 12/2023 Present
Travel - Backpacking The Appalachian Trail Charlotte NC 04/2023 12/2023
  • 08/2012 → 08/2018
    Erie Yacht Club
    Erie, PA
  • 12/2016 → 12/2017
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 03/2018 → 06/2018
    Waddell & Reed
    Columbia, SC
  • 08/2018 → 03/2023
    Ubs Financial Services Inc
    Charlotte, NC
  • 12/2023 → Present
    Lpl Financial Llc
    Fort Mill, SC
  • 04/2023 → 12/2023
    Travel - Backpacking The Appalachian Trail
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-28
  • S66 Uniform Combined State Law Examination
    2017-07-28
Designations

View on SEC IAPD

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WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

More in Fort Mill, SC

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