Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
7 years
Location
Sandersville, GA 31082
Edward Jones
Institution
Matthew Casto is a financial advisor at Edward Jones in Sandersville, GA, holding a Series 66 designation with six years of industry experience. He worked at Zaxby's Franchising LLC. for five years prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Sandersville, GA
504 South Harris Street, Suite 2
Sandersville GA 31082
Advisors at this office
1
Georgia
7 years of industry experience
Edward Jones
2019 - Present • 7 years
St Louis, MO
Zaxby's Franchising LLC.
2014 - 2019 • 5 years
Athens, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Sandersville, GA
LPL Financial
David Tapley Jr. is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for two years before joining LPL Financial in 2017. Outside of his advisory role, he is involved in transportation businesses serving non-emergency medical needs, including a company providing dialysis transportation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.
Series 63, Series 65
Sandersville, GA
Cetera
Susan Lewis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has held roles with several firms, including Avantax Insurance Agency and First Income Advisors. Outside of her advisory work, she serves on various nonprofit boards focused on community development and historic preservation, and is involved in local theater production and commercial real estate management. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors, serving individual and institutional clients. The firm offers a range of portfolio management and retirement services through multiple program structures, notable for its scale and diversified multi-manager platform.
Series 66
Sandersville, GA
LPL Financial
Justin May is a financial advisor with LPL Financial in Sandersville, GA, holding a Series 66 license and 19 years of industry experience. His prior roles include positions at Edward Jones and Commonwealth Financial Network. He is also involved with Southern Ethos Wealth Management, an independent wealth management firm. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment programs, utilizing model portfolios, third-party subadvisors, and customized strategies.
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