Matthew Bryce Gournay

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

• 12/2015 → 01/2020
  Woodbury Financial Services Inc
  Mckinney, TX
• 01/2020 → Present
  Lpl Financial Llc
  Lucas, TX

Previous Registrations

• 2015-12-10 → 2020-01-17
  Woodbury Financial Services, Inc.
  Lucas, TX
  Mckinney, TX
  Mckinney, TX
• 2005-02-10 → 2015-12-10
  Osaic Fs, Inc.
  Mckinney, TX
  Mckinney, TX
• 2000-08-03 → 2005-02-09
  Osaic Fa, Inc.
  Mckinney, TX

Other Businesses

1)01/02/2020 - LEGACY PLANNING GROUP - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/01/2020 2)01/02/2020 - Non-Variable Insurance - inv rel - at reported business location(s) - start: 01/1990 - 4 hr/mth

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-03-26

Designations

• Certified Financial Planner

Other Names

• Matthew Bryce Gournay