Matthew Alan Greer

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

• 09/2014 → 08/2018
  Voya Financial Advisors
  Ashland, IL
• 03/2009 → Present
  West Central Financial Services
  Ashland, IL
• 08/2018 → 09/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2018 → 09/2024
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 09/2024 → Present
  Lpl Financial, Llc
  Ashland, IL

Previous Registrations

• 2018-08-02 → 2024-09-25
  Cambridge Investment Research Advisors, Inc.
  Ashland, IL
• 2006-06-03 → 2018-08-03
  Voya Financial Advisors, Inc.
  Springfield, IL
  Rushville, IL
  Hillsboro, IL
  Beardstown, IL
  Cedar Rapids, IA
  Ashland, IL
  Ashland, IL
  Des Moines, IA
  Rushville, IL
• 2003-02-28 → 2005-12-05
  Eagle One Investments, Llc
  Ashland, IL

Other Businesses

1. West Central Financial Services- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 06/12/2012 2. Greer Insurance Solutions, LLC- Business Entity For Tax/Investment Purposes Only- IL 62612- Non Inv Rel- 25 Hrs Per Mnth- 1 Hr During Trading- Start Date 03/11/2024 3. Greer Insurance Solutions, LLC- Non-Variable Insurance- IL 62612- Inv Rel- 25 Hrs Per Mnth- 1 Hr During Trading- Start Date 03/11/2024

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-31
• S63 Uniform Securities Agent State Law Examination
  1999-10-15