Matthew Tyler Vaage

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

• 05/2010 → 05/2018
  Independant
  Redondo Beach, CA
• 04/2015 → 05/2018
  24 Hour Fitness
  Redondo Beach, CA
• 07/2018 → 08/2018
  24 Hour Fitness
  Hermosa Beach, CA
• 06/2018 → 03/2023
  Raymond James & Associates
  Estates, CA
• 03/2023 → Present
  Lpl Financial Llc
  Rancho Palos Verdes, CA

Previous Registrations

• 2018-10-23 → 2023-03-30
  Raymond James & Associates, Inc.
  Rolling Hills Estates, CA

Other Businesses

1)Slate Capital - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2018-10-10

Other Names

• Matt Tyler Vaage