Matthew John Healy
Investment adviser representative at LPL Financial LLC
14 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Financial LLCJun 2025 to now
- Fremont BankJun 2025 to now
- Job Search/unemployedFeb 2025 to Jun 2025
- LPL Financial LLCDec 2022 to Feb 2025
- UnemployedSep 2022 to Dec 2022
- U.S. Bancorp Investments, Inc.Aug 2012 to Aug 2022
- U.S. BankJun 2012 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2521975
- Firm CRD
- 6413