Matthew Douglas Naylor

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

• 07/2012 → 06/2017
  Fidelity Investments
  Salt Lake City, UT
• 06/2017 → Present
  Mountain America Credit Union
  Orem, UT
• 06/2017 → Present
  Lpl Financial, Llc
  Orem, UT

Previous Registrations

• 2014-05-28 → 2017-06-12
  Strategic Advisers Llc
  Salt Lake City, UT

Other Businesses

1. 4/26/2018 - Mountain America Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 03/15/2018 - 10 Hours Per Month/10 Hours During Securities Trading. 2. 11/4/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/01/2019 - 40 Hours Per Month/40 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-27
• S63 Uniform Securities Agent State Law Examination
  2012-10-19

Other Names

• Matt Naylor
• Matthew D Naylor