Matthew James Trivett
Investment adviser representative at LPL Financial LLC
25 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$819.1BFirm assets
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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
25 years in the industry.
- LPL Financial LLCDec 2022 to now
- Trivett Wealth Management, LLCAug 2021 to Dec 2022
- Securities AmericaSep 2020 to Dec 2022
- Securities Service NetworkMar 2017 to Sep 2020
- Ssn Advisory, IncMar 2017 to Sep 2020
- Northwestern MutualOct 2001 to Mar 2017
- Northwestern Mutual Investment Services, LLCSep 2001 to Mar 2017
- Northwestern Mutual Life Insurance CompanyJul 2001 to Mar 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
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
- 4441952
- Firm CRD
- 6413