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Matthew James Reichel

Advisor at LPL Financial — Wauchula, FL

Updated today

Credentials

Series 66

Experience

12 years

Location

Wauchula, FL 33873

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Matthew Reichel is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He is also a co-owner of Hackney, Ames & Reichel PA CPAs, a tax preparation and accounting firm. His prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Wauchula, FL

234 6th Ave., Ste. 102

Wauchula FL 33873

Advisors at this office

1

Most active in

Florida

Work history

12 years of industry experience

Hackney Ames & Reichel PA CPA

2021 - Present • 5 years

Wauchula, FL

LPL Financial

2021 - Present • 5 years

Wauchula, FL

Royal Alliance Associates, INC.

2018 - 2021 • 3 years

Wauchula, FL

Signator Investors, inc.

2015 - 2018 • 3 years

Wauchula, FL

Hackney Ames & Company PA CPA

2014 - 2021 • 7 years

Arcadia, FL

Disclosures

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Business activities & affiliations

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