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Matthew Lawrence Hess

Lifeguide Financial Advisors, LLC

Mechanicsburg, PA

CRD 6792354

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Employer firm

Lifeguide Financial Advisors, LLC CRD 284842

$563M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Lifeguide Financial Advisors, Llc

400 W Main St., Mechanicsburg, PA 17055 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-06-29
  • PA RA
    APPROVED
    Since 2017-06-29

Branch Locations

400 W Main St., Mechanicsburg, PA 17055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lifeguide Financial Advisors, Llc Mechanicsburg PA 08/2017 Present
Central Pennsylvania Food Bank Harrisburg PA 01/2013 08/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-29
  • S65 Uniform Investment Adviser Law Examination
    2017-06-29
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
AVANTRA FAMILY WEALTH, INC.
WIENKEN ADVISORS, LTD.

Nearby Investors

HOWARD GLENN AMMONS
RYAN JEFFREY STEPHENSON
Jordan A Lawson

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Mechanicsburg, PA
AVANTRA FAMILY WEALTH, INC. · MECHANICSBURG, PA
WIENKEN ADVISORS, LTD. · MECHANICSBURG, PA

More in Mechanicsburg, PA

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