Robert Arthur Matson

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

• 11/1993 → Present
  Lpl Financial Llc
  Millis, MA

Other Businesses

1. 11/22/1999 - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) 2. 2/1/2008 - ROBERT A. MATSON CLU, CHFC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 3. 05/18/2026 - MATSON MURDOCK FINANCIAL, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start DAte 05/12/2026 - 180 hours per month/ 130 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-04-21

Designations

• Chartered Financial Consultant

Other Names

• Matson Bob