Mathew Douvikas is a registered investment advisor at LPL Financial LLC, based in Vernon Hills, IL, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
300 N. Milwaukee Avenue, Vernon Hills, IL, 60061
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mathew operates BCU Wealth Advisors, LLC as a DBA for his LPL business and as a registered investment advisor. He also owns rental real estate since 2015, dedicating minimal time to it, and provides administrative support to BCU Wealth Advisors, LLC, spending nearly full-time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Bcu Wealth Advisors, LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
PNC InvestmentsBroker
J.P. Morgan Securities LLCBroker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Pruco Securities CorporationBroker
H&r Block Financial Advisors, INC.Broker
TD Waterhouse Investor Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.