Matthew Joseph Moyer
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCJul 2021 to now
- Educo Advisor GroupJan 2019 to Jul 2021
- Westmoreland EntrepreneursJan 2019 to Jul 2021
- Jacob CuthbertNov 2017 to Jun 2021
- Tnt FireworksJun 2017 to Jul 2017
- Hempfield Area School DistrictJan 2017 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesSep 2016 to Jul 2021
- Waddell & Reed IncJun 2016 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6669973
- Firm CRD
- 6413