Matthew David Neville

Current Employers

Employment History

• 12/2014 → 11/2016
  Massmutual
  Braintree, MA
• 01/2015 → 11/2016
  Mml Investors Services
  Braintree, MA
• 11/2016 → Present
  Lpl Financial Llc
  Rockland, MA
• 11/2016 → Present
  Integrated Wealth Concepts Llc
  Rockland, MA

Previous Registrations

• 2014-10-06 → 2014-12-23
  Mutual Of Omaha Investor Services, Inc.
  Braintree, MA

Other Businesses

1. 11/18/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ ROCKLAND, MA 2. 11/18/2016 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start 11/18/2016 - 5 Hours Per Month/1 Hour During Securities Trading - Time Spent 5%. 3. 12/2/2016 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - IAR - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in November 2016. I expect to spend approximately 100% of my time on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 12/2/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR. 5. 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 6. 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 7. 11/13/2024 - Fernandes & Charest Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 11/01/2024 - 20 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2014-07-31

Other Names

• Matt Neville