Matt Lemmond
Investment adviser representative at LPL Financial LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
18 years in the industry.
- LPL Financial LLCJun 2026 to now
- Eagle Strategies LLCJul 2023 to Jun 2026
- New York Life Insurance CompanyJul 2023 to Jun 2026
- Nylife Securities LLCJul 2023 to Jun 2026
- Wood Legacy Group, LLCJul 2023 to Jun 2026
- Spectrum Strategies, L.L.C.Jan 2020 to Jul 2023
- MML Investor Services LLCFeb 2012 to Jul 2023
- Massmutual Life Insurance CompanyDec 2008 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (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
- 5872719
- Firm CRD
- 6413