Matthew Brian Sample
Investment adviser representative at LPL Financial LLC
22 yearsExperience
11 statesRegistered 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
22 years in the industry.
- LPL Financial LLCJul 2021 to now
- Milford Wrestling ClubAug 2017 to Jul 2021
- Team Milford LLCMar 2017 to Jul 2021
- Kiwanis Club of MilfordOct 2013 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesJun 2012 to Jul 2021
- Waddell & Reed, Inc.Mar 2012 to Jul 2021
- Heyen Tax & AccountingFeb 2005 to Jul 2021
- Matthew Sample-general Notary PublicSep 2004 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 11 states (CA, CO, FL, IA, MN, MO, NC, NE, NM, NV, 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
- 6040305
- Firm CRD
- 6413