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
ChFC®, Series 63, Series 65
Experience Industry experience
33 years
Location
Big Sandy, MT
LPL Financial
Institution
Patricia Matthew is a ChFC® credentialed financial advisor with LPL Financial and has 33 years of experience in the industry. She has previously worked with Waddell & Reed, Inc. and operated her own independent practice. Outside of her advisory work, she serves on nonprofit boards in Big Sandy, Montana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Big Sandy, MT
Big Sandy MT
Advisors at this office
1
Montana
33 years of industry experience
LPL Financial
2021 - Present • 5 years
Big Sandy, MT
Big Sandy Senior Center
2020 - 2021 • 1 year
BigSandy, MT
Big Sandy Methodist Church
2014 - 2017 • 3 years
Big Sandy, OR
Patricia M Matthew
2012 - 2021 • 9 years
Big Sandy, MT
Big Sandy Public School
2011 - 2017 • 6 years
Big Sandy, MT
Naifa Montana
2009 - 2020 • 11 years
Bigfork, MT
Montana School Bus Contractors Association
2007 - 2021 • 14 years
Townsend, MT
Various Insurance Carriers For W & R Insurance Agencies
1993 - 2021 • 28 years
Big Sandy, MT
Waddell & Reed, Inc.
1992 - 2021 • 29 years
Big Sandy, MT
Matthew Transportation Inc.
1977 - 2021 • 44 years
Big Sandy, MT
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
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