Matthew Lindsey (CRD# 6717529) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Worth, TX and has over 7 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Fort Worth, TX | Mar 2021 - Current | 3 |
| Cetera Investment Advisers LLC | Fort Worth, TX | Jan 2020 - Dec 2020 | < 1 |
| Cetera Investment Services LLC | St Cloud, MN | Jun 2019 - Feb 2020 | < 1 |
| Foresters Financial Services | Fort Worth, TX | Jul 2017 - Jun 2019 | 1 |
| Foresters Financial Services | Fort Worth, TX | Nov 2016 - Jul 2017 | < 1 |
| Amon Carter Museum Of American Art | Fort Worth, TX | Jun 2012 - Jan 2017 | 4 |
| Fix My Computer Dude/texpert Technology | Colleyville, TX | Aug 2015 - May 2016 | < 1 |
| Gm Financial | Arlington, TX | Jan 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management463,475MILLIONS
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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
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