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Matthew Doyle

LPl Financial LLC

Largo, FL

Fort Mill, SC

CRD 6809078

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-06
  • FL RA
    APPROVED
    Since 2023-01-06

Branch Locations

Largo, FL • United States

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
Raymond James & Associates, Inc St. Petersburg FL 06/2018 12/2022
Gulf Beach Weddings St. Petersburg FL 07/2017 07/2018
Raymond James St. Petersburg FL 05/2017 08/2017
Gulf Beach Weddings St. Petersburg FL 08/2016 05/2017
Lpl Financial Llc Largo FL 12/2022 Present
  • 06/2018 → 12/2022
    Raymond James & Associates, Inc
    St. Petersburg, FL
  • 07/2017 → 07/2018
    Gulf Beach Weddings
    St. Petersburg, FL
  • 05/2017 → 08/2017
    Raymond James
    St. Petersburg, FL
  • 08/2016 → 05/2017
    Gulf Beach Weddings
    St. Petersburg, FL
  • 12/2022 → Present
    Lpl Financial Llc
    Largo, FL
Previous Registrations
Other Businesses

1. 01/17/2023 - No Business Name - Investment Related - Home Based - Real Estate Rental - Start Date - 07/01/2019 - 4 Hours Per Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-28
  • S66 Uniform Combined State Law Examination
    2019-12-28
Other Names
  • Matthew Thomas Doyle
  • Matthew Doyle

View on SEC IAPD

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