Matthew Lybarger (CRD# 7680872) is an Investment Advisor Representative working at Soundpath Retirement Strategies, LLC in Bellevue, WA and has 1 year of experience in the finance industry.
CRD# 6013099
Edward Jones
CRD# 5432113
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5544516
Berntson Porter Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Soundpath Retirement Strategies, LLC | Bellevue, WA | Jan 2023 - Current | 1 |
| Brainsway | Burlington, MA | Sep 2021 - Jan 2023 | 1 |
| Kmbs | Renton, WA | Mar 2018 - Sep 2021 | 3 |
| Pbs | Renton, WA | Jan 2017 - Feb 2018 | 1 |
| Copiers Nw | Seattle, WA | Oct 2016 - Dec 2016 | < 1 |
| Qbsi | Bellevue, WA | Dec 2012 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management36MILLIONS
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Total Number of Accounts249ACCOUNTS
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Average Account Value$143,775
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NV, WA
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