Matthew James Friddle
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- Citizens Equity First Credit UnionNov 2024 to now
- LPL Financial LLCNov 2024 to now
- The Prudential Insurance Company of AmericaOct 2023 to Oct 2024
- Pruco Securities LLCMay 2023 to Oct 2024
- AldiFeb 2022 to Oct 2023
- InstacartJan 2022 to Nov 2024
- DoordashJan 2022 to Feb 2022
- Hobby LobbyAug 2019 to Dec 2021
- Sam's ClubSep 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7759943
- Firm CRD
- 6413