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Matthew Richard Norland

Investment adviser representative at Private Advisor Group, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$57.7BFirm 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

20 years in the industry.

  1. Private Advisor Group, LLCMar 2022 to now
  2. LPL Financial LLC (f/k/a Linsco Private Ledger)Feb 2006 to now
  3. Investors Financial Group, LLCJul 2012 to Jul 2022

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Private Advisor Group, LLC

$57.7BAssets managed
170,206Clients
919Advisers
15 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
5082066
Firm CRD
155216
Advisor's SEC record (opens in a new tab)
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