Millis, MA Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,440 offices

Location

333 Orchard Street

Millis MA 02054

Advisors at this office

2

Advisors at this office

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Erin M

Series 66

Millis, MA

LPL Financial

Erin Murdock is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to her current role, she has held positions including program manager at Location Engine and work at Starbucks Coffee Company. Outside of finance, she is a consultant artist and musician and owns The Upcycled Maverick, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Robert M

ChFC®, Series 63

Millis, MA

LPL Financial

Robert Matson is a ChFC® and Series 63 licensed financial advisor with LPL Financial, where he has worked since 1993, totaling 44 years of industry experience. He is based in Millis, MA, and also has a registration for non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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