Matthew Lemire (CRD# 5597008) is an Investment Advisor Representative working at Lpl Financial LLC in Shrewsbury, MA and has over 15 years of experience in the finance industry.
CRD# 4124104
Commonwealth Financial Network
CRD# 2547890
Ltg Capital LLC
CRD# 4441672
Bolton Global Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Shrewsbury, MA | Aug 2023 - Current | < 1 |
| Msm Wealth Management Group | Shrewsbury, MA | May 2023 - Current | 1 |
| Abby Kelley Foster Charter Public School | Worcester, MA | Jun 2009 - Aug 2023 | 14 |
| Town Of Millbury | Millbury, MA | Jan 2018 - Mar 2020 | 2 |
| International Baccalaureate Organization | Worcester, MA | Jun 2014 - Jun 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- MA
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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
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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