Matthew James Friddle

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

• 05/2023 → 10/2024
  Pruco Securities Llc
  Peoria, IL
• 02/2022 → 10/2023
  Aldi
  Morton, IL
• 01/2022 → 02/2022
  Doordash
  Washington, IL
• 01/2022 → 11/2024
  Instacart
  Washinton, IL
• 03/2021 → 12/2021
  Hobby Lobby
  Peoria, IL
• 08/2019 → 03/2021
  Hobby Lobby
  Pekin/Peoria, IL
• 02/2017 → 08/2019
  Sam'S Club
  Bossier City, LA
• 09/2016 → 02/2017
  Sams Club
  Shreveport, LA
• 08/2016 → 09/2016
  Sam'S Club
  Beaumont, TX
• 10/2023 → 10/2024
  The Prudential Insurance Company Of America
  Peoria, IL
• 11/2024 → Present
  Lpl Financial Llc
  Peoria, IL
• 11/2024 → Present
  Citizens Equity First Credit Union
  Peoria, IL

Previous Registrations

• 2023-10-03 → 2024-10-15
  Pruco Securities, Llc.
  Quincy, IL
  Peoria, IL
  Quincy, IL

Other Businesses

1- 11/2024 / CEFCU Investment Services / DBA for LPL Business (entity for LPL business) / INV RLTD 2- 11/2024 / lnstacart / Outside/W-2 Employment / NON INV RLTD / 32 HRS MNT / START 09/28/2024

Exams

• S66 Uniform Combined State Law Examination
  2023-09-29

Other Names

• Matthew James Friddle