Matthew Allan Potter
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- First Horizon BankJun 2026 to now
- LPL Financial LLCJun 2026 to now
- Bank of America, N.A.Oct 2019 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2019 to Jun 2026
- Northwestern Mutual Life Insurance CompanyJan 2016 to Sep 2019
- East Tennessee State UniversityAug 2013 to May 2017
- StudentAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 6595764
- Firm CRD
- 6413