Matthew J Freeman
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCApr 2025 to now
- Cetera Investment Advisers LLCJun 2023 to Apr 2025
- Cetera Advisor Networks LLCSep 2020 to Apr 2025
- Pruco Securities LLCSep 2017 to Sep 2020
- The Prudential Insurance Company of AmericaSep 2017 to Sep 2020
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Sep 2017
- MML Investors Services, LLCJul 2016 to Sep 2017
- Etz Financial Services, IncFeb 2015 to Apr 2025
- Ellis & Etz Insurance Associates Inc.Apr 2014 to Apr 2025
- Etz Insurance AgencyApr 2014 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 5898818
- Firm CRD
- 6413