Matthew Brian Doyal

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 05/2019
  Mcgraw Fill Federal Credit Union
  East Windsor, NJ
• 02/2017 → 05/2019
  Lifecycle Financial Advisors, Llc
  East Windsor, NJ
• 10/2020 → 05/2022
  Cuna Brokerage Services Inc.
  Waverly, IA
• 05/2019 → Present
  Pentagon Federal Credit Union
  Windsor, NJ
• 05/2022 → Present
  Lpl Financial Llc
  Scranton, PA

Previous Registrations

• 2020-12-14 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Waverly, IA
  East Windsor, NJ
  Scranton, PA
• 2017-03-06 → 2019-11-30
  Lifecycle Financial Advisors, Llc
  East Windsor, NJ
• 2005-04-13 → 2006-12-16
  Banc Of America Investment Services, Inc.
  S. Plainfield, NJ
  Bridgewater, NJ
• 2004-06-09 → 2005-03-29
  Pnc Wealth Management Llc
  Raritan, NJ
• 2003-08-05 → 2004-04-13
  Ameriprise Financial Services, Llc
  Princeton, NJ

Other Businesses

1) 05-18-2022-PenFed CU- Investment Related - At Reported Business Location(s)- Financial Institution Duty-Manager- START DATE: 5/01/2019- 2) 05-18-2022-PenFed Wealth Management- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-Employee-

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-09
• S66 Uniform Combined State Law Examination
  2003-08-04