Todd Mattingly (CRD# 4012607) is an Investment Advisor Representative working at Lpl Financial LLC in Cheboygan, MI and has 1 year of experience in the finance industry.
CRD# 4799866
Huntington Financial Advisors
CRD# 5189159
Edward Jones
CRD# 1026433
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Cheboygan,, MI | Dec 2022 - Current | 1 |
| Citizens National Bank | Cheboygan,, MI | Nov 2022 - Current | 1 |
| Financial Search Group A Division Of Pmp | Petoskey, MI | Oct 2021 - Nov 2022 | 1 |
| Unemployed | Petoskey, MI | May 2021 - Sep 2021 | < 1 |
| Boyne Usa | Boyne Falls, MI | Jul 2013 - Apr 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- MI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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