Matthew Dillon
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 LLCMay 2024 to now
- Members 1st Federal Credit UnionMay 2024 to now
- Northwestern Mutual Wealth Management CompanyFeb 2023 to Apr 2024
- Northwestern Mutual Investment Services LLCMay 2022 to Apr 2024
- Northwestern Mutual Life Insurance CompanyFeb 2021 to Apr 2024
- James Madison UniversityAug 2018 to May 2022
- Grotto PizzaMay 2018 to Dec 2019
- Appletree TerraceMay 2015 to Jan 2017
- Dallas High School StudentAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7321744
- Firm CRD
- 6413