Matthew V Merzoian

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

• 09/2012 → Present
  Lpl Financial Llc
  Fresno, CA

Previous Registrations

• 2011-01-03 → 2012-09-06
  Wells Fargo Clearing Services, Llc
  Fresno, CA
• 2007-04-11 → 2011-01-03
  Wells Fargo Investments, Llc
  Fresno, CA
• 2005-08-19 → 2007-04-26
  Lpl Financial Llc
  Fresno, CA
  Fresno, CA

Other Businesses

1. 08/06/2012- NO Business Name - Other - sale of business - I receive residual income from the sale of a business.- 0% NON INV Related/ CLOVIS, CA. 2. 11/28/2012: DBA ONLY - MATTHEW MERZOIAN, RETIREMENT PLAN ADVISORY SERVICE - FRESNO, CA. 3. 09/22/2022 - RPAS Retirement Plan Advisory Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 05/16/2022 - 160 Hours Per Month/8 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-18
• S63 Uniform Securities Agent State Law Examination
  1993-02-26

Other Names

• Matt Merzoian
• Matthew V Merzoian
• Matthew Vincent Merzoian