Matthew Speed

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → 03/2023
  Texas Dow Employees Credit
  Lake Jackson, TX
• 04/2013 → 03/2023
  Lpl Financial Llc
  Missouri City, TX
• 03/2023 → Present
  Independent Financial Group, Llc
  Houston, TX

Previous Registrations

• 2013-06-11 → 2023-04-14
  Lpl Financial Llc
  Missouri City, TX
  Lake Jackson, TX
  Pasadena, TX
  Pasadena, TX
  Missouri City, TX
  Katy, TX
  Lake Jackson, TX

Other Businesses

(1) JAMES E. BASHAW & CO POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 03/31/2023 ADDRESS: 5701 Woodway, 330, Houston TX 77057, United States DESCRIPTION: DBA NAME FOR MARKETING PURPOSES. (2) MY FREE PHARMACY POSITION: Agent/Representative NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 03/04/2024 ADDRESS: 5701 Woodway, 330, Houston TX 77057, United States DESCRIPTION: Make referrals to company for RX benefit. MyFreePharmacy pays trailing referral fees on customer usage/subscription. (3) BLUEBONNET HOMESCHOOL SCHOLARS COOPERATIVE POSITION: Volunteer NATURE: Teaching/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2026 ADDRESS: 1123 Burney Rd, Sugar Land TX 77498, United States DESCRIPTION: My wife is a teacher at the Bluebonnet Home Scholars Cooperative. This is a school that relies, when possible, on the expertise and knowledge of the students' parents to provide instruction. I have been asked, given my career and degree (BA in Economics) if I will teach a class on personal finance and economics to the high school age students to help fulfill state degree requirements. (4) CONVOLARE, LLC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 2719 W Pebble Beach DR, Missouri City TX 77459, United States DESCRIPTION: My wife had an idle LLC previously used for Wordpress web development. She has not used this to transact business for multiple years; however she has maintained current "No tax due" filings for this business to keep it in good standing. For tax pass through purposes she transferred 100% ownership of this LLC to me as of January 1, 2026. This entity will not do any retail or public business; it will exist solely for the purposes of tax reclassification.

Exams

• S66 Uniform Combined State Law Examination
  2013-06-07