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Paladin Research Report For:

Matthew Stroud

Wellington State Wealth Management

7801 Quaker Ave
Lubbock, TX 79424
806-853-6978

About Matthew Stroud

Our Company
Here at Wellington State Wealth Management, we offer all-encompassing services for our clients, like Financial Planning, Estate Planning, Educational Planning, Retirement Planning. Our reputation thrives on our high-level of customer satisfaction and commitment. When our clients are truly confident in their financial stability, we have done our job.

Our Commitment
Whether you are experienced in the world of financial matters or are just starting to build your portfolio, at Wellington State Wealth Management we can help you every step of the way.

Our Principle
Even if you have an MBA in business or finance, financial matters can be daunting. In addition to managing and growing your money, our experienced staff at Wellington State Wealth Management aims to provide a continued education that will strengthen our relationship.

See Disclosures

General Information

Firm Start Year
  • 2006
No. of Employees
  • 1

Compliance

Firm Information

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wellington State Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wellington State Wealth Management. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wellington State Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value The LPL Financial registered representative(s) associated with this website may discuss and / or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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