Matthew
Corman

Lpl Financial LLC

CRD#6832518
Investment Advisor
in Riverview, FL

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About this Advisor

Matthew Corman is a financial advisor based in Riverview, Florida, working with Lpl Financial LLC. Matthew has previously held positions at Mml Investors Services, LLC, Massmutual Life Insurance Company, Zenya, Elon University, Securities America, Inc, The Patriot Financial Group Insurance Agency, LLC Dba Generation, Ae Wealth Management, LLC, Generations Retirement Group, Baystate Financial, Corman Financial Planning, Creativeone Wealth, Suncoast Credit Union, and Lpl Financial LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Matthew is part of Lpl Financial LLC, which operates out of Riverview, Florida. The firm has 18,523 offices and 37,893 employees. The firm manages assets totaling $618.9 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

10405 Gibsonton Drive
Riverview, FL 33578

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$618,922,975,737

FL Average: $646,059,043
Total Number of Employees

37,893

FL Average: 13
Total Number of Accounts

2,369,378

FL Average: 661
Average Account Size

$261,217

FL Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Matthew Corman Work History

2024 - Present (1 year)

Suncoast Credit Union

2024 - Present (1 year)

Lpl Financial LLC

2023 - 2024 (1 year)

Corman Financial Planning

2023 - 2024 (1 year)

Creativeone Wealth

2019 - 2023 (4 years)

Ae Wealth Management, LLC

2018 - 2019 (1 year)

Securities America, Inc

2018 - 2019 (1 year)

The Patriot Financial Group Insurance Agency, LLC Dba Generation

2018 - 2023 (5 years)

Generations Retirement Group

2017 - 2018 (1 year)

Mml Investors Services, LLC

2017 - 2018 (1 year)

Massmutual Life Insurance Company

2017 - 2017 (< 1 year)

Zenya

2017 - 2018 (1 year)

Baystate Financial

2013 - 2016 (3 years)

Elon University

Disclosures

Please visit the SEC profile of Matthew Corman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Justin Morales
New Braunfels, TX
John Nolan
Danville, CA
Jacob Daus
Tallahassee, FL
Garrett Johnson
Salt Lake City, UT
Lesley Norton
Hendersonville, TN
Marcela Arimany
Alexandria, VA
Noah Morris
Fort Mill, SC

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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