Newport, OR SW Bayley St Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,678 advisors across 10,420 offices

Location

1007 SW Bayley St

Newport OR 97365-5212

Advisors at this office

2

Advisors at this office

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Matthew B

Series 66

Newport, OR

LPL Financial

Matthew Beck is a financial advisor with LPL Financial in Newport, Oregon, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2019, he worked for eight years at Stifel Nicolaus & Co., Inc. His professional activities include operating Financial Freedom Wealth Management Group, LLC, which serves as a DBA for his LPL business. 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 range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Haley P

Series 66

Newport, OR

LPL Financial

Haley Patton is a financial advisor with LPL Financial in Newport, Oregon, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial and Financial Freedom Wealth Management Group, she worked at Oregon Coast Bank and HintonBurdick CPAs & Advisors. Patton is also involved with Freedom Tax, LLC, where she provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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