Matthew Borel, financial advisor Port Arthur TX

Matthew Borel

CRD Number: 4136630
Current Firm: Lpl Financial LLC

Matthew Borel (CRD# 4136630) is an Investment Advisor Representative working at Lpl Financial LLC in Port Arthur, TX and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Five Point Credit Union Port Arthur, TX May 2022 - Current 1
Lpl Financial, LLC Port Arthur, TX May 2022 - Current 1
Cuna Brokerage Services, Inc. Waverly, IA Nov 2003 - May 2022 18
Cuna Mutual Life Insurance Society Waverly, IA Nov 2003 - May 2022 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Matthew E. Borel
Phone Number: 704-733-3300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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