Matthew Joseph Moyer

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

• 06/2016 → 07/2021
  Waddell & Reed Inc
  Canonsburg, PA
• 09/2016 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Greensburg, PA
• 01/2017 → 07/2021
  Hempfield Area School District
  Greensburg, PA
• 06/2017 → 07/2017
  Tnt Fireworks
  Greensburg, PA
• 11/2017 → 06/2021
  Jacob Cuthbert
  Washington, PA
• 01/2019 → 07/2021
  Westmoreland Entrepreneurs
  Irwin, PA
• 01/2019 → 07/2021
  Educo Advisor Group
  Canonsburg, PA
• 07/2021 → Present
  Lpl Financial Llc
  Canonsburg, PA

Previous Registrations

• 2016-09-22 → 2021-07-21
  Waddell & Reed
  Hamden, CT
  Greensburg, PA
  Pittsburgh, PA
  Washington, PA
  Canonsburg, PA
  Pittsburgh, PA

Other Businesses

1. 8/10/2021: No Business name; At reported business location(s); Non-Variable Insurance; Inv. related. 2. 10/09/2024 - M and K Properties LLC - Business Entity For Tax/Investment Purposes Only - 7720 Lincoln Hwy. North Huntingdon, PA 15642 - Investment Related - Start Date 10/18/2024 - 5 Hours Per Month/ 0 Hours during Trading 3. 10/23/2024 - M and K Properties LLC - Real Estate Rental - Investment Related - 7720 Lincoln Hwy North Huntingdon, PA 15642 - Start Date 10/17/2024 - 10 Hours Per Month/ 0 Hours During. 4. 04/10/2025 - Wealth Coach Financial LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 04/08/2025 - 5 Hrs/Mth - 0 Hrs During Trading. 5. 03/10/2026 - Midway Financial, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/28/2023 - 200 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-09-22

Designations

• Certified Financial Planner

Other Names

• Matt Joseph Moyer