Matthew Patrick Luckham

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

• 03/2006 → 01/2019
  Wealth Manager Group Llc
  San Diego, CA
• 12/2005 → 08/2023
  Royal Alliance Associates
  San Diego, CA
• 01/2019 → 12/2022
  Wealth Manager Group (Dba For Wealth Manager Group Ii, Llc)
  San Diego, CA
• 08/2023 → 01/2025
  Osaic Wealth, Inc
  San Diego, CA
• 01/2025 → Present
  Lpl Financial
  San Diego, CA

Previous Registrations

• 2007-06-05 → 2025-01-15
  Osaic Wealth, Inc.
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2019-01-29 → 2023-01-15
  Wealth Manager Group
  San Diego, CA
• 2017-01-18 → 2019-01-26
  Wealth Manager Group Llc
  San Diego, CA
• 2006-05-15 → 2016-12-31
  Wealth Manager Group Llc
  San Diego, CA

Other Businesses

1)12/13/2024 - Wealth Manager Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/13/2024 - Real Estate Rental - Owner - Inv Rel - Cardiff By the Sea, CA - Start: 07/2014 3)12/13/2024 - Wealth Manager Group II - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 11/2018 - 160 Hr/Mth 4)12/13/2024 - Matthew Luckham Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 04/2006 - 1 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2005-12-19

Designations

• Certified Financial Planner