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Matthew B
Series 63, Series 66
Saint Helena, CA
LPL Financial
Matthew Barlow is a financial advisor at LPL Financial with 14 years of industry experience. He has previously worked at J.P. Morgan Securities and Wells Fargo, holding various roles from 2011 to 2024. He holds Series 63 and Series 66 licenses and is based in Saint Helena, California. Outside of his advisory work, he is a commissioned notary public in California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, serving a broad client base through a national network of investment adviser representatives.
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