Matthew Lane puckett Underwood
Investment adviser representative at LPL Financial LLC
17 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Matthew Lane puckett Underwood? Claim your profile
Contact this firm
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
17 years in the industry.
- LPL Financial LLCSep 2025 to now
- Capital AnalystsFeb 2022 to Sep 2025
- Lincoln InvestmentFeb 2022 to Sep 2025
- ValuteachersNov 2020 to Apr 2022
- Asset Allocation Strategies, LLCNov 2020 to Feb 2022
- Glp Investment Services, LLCNov 2020 to Feb 2022
- Commonwealth Financial NetworkMay 2019 to Oct 2020
- Innovative Financial SolutionsMay 2019 to Oct 2020
- Ifs Planning StrategiesMay 2019 to Oct 2019
- Edward JonesApr 2018 to May 2019
- J.W. Cole Advisors, Inc.Nov 2017 to Apr 2018
- J.W. Cole Financial, Inc.Nov 2017 to Apr 2018
- Horace MannOct 2009 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5725266
- Firm CRD
- 6413