Matthew Joseph Tinyo
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial LLCJan 2025 to now
- Ameriprise Financial Services, LLCOct 2023 to Jan 2025
- Summit Path Insights, Inc.Feb 2023 to Oct 2023
- Raymond James Financial Services Advisors, IncMar 2022 to Oct 2023
- Raymond James Financial Services, IncMar 2022 to Oct 2023
- Jackson Roskelley Wealth AdvisorsFeb 2022 to Oct 2023
- Capfinancial Partners LLC (captrust)Oct 2021 to Mar 2022
- The Vanguard Group, Inc.Jun 2017 to Oct 2021
- The University of ArizonaAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6812817
- Firm CRD
- 6413