Matthew Gregory Falcon
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.
- LPL Financial LLCFeb 2025 to now
- Harbor Financial GroupFeb 2025 to now
- Coastal Carolina UniversityAug 2023 to May 2025
- Horry-georgetown Technical CollegeAug 2021 to May 2023
- The Boat Shed Inc.Sep 2019 to Aug 2024
- Harrelsons SeafoodFeb 2019 to Sep 2019
- Pawleys Island OutdoorsAug 2018 to Feb 2019
- Motts Channel SeafoodMar 2018 to Aug 2018
- Moes Southwest GrillNov 2017 to Mar 2018
- Buff Masters Car WashSep 2017 to Nov 2017
- Harrelsons SeafoodFeb 2017 to Jul 2017
- Georgetown County Parks and RecNov 2016 to Feb 2017
- Waccamaw High SchoolAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 8034394
- Firm CRD
- 6413