Matthew McKellar, financial advisor Kirkland WA

Matthew McKellar

CRD Number: 3143867
Current Firm: Myicon

Matthew McKellar (CRD# 3143867) is an Investment Advisor Representative working at Myicon in Kirkland, WA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Kirkland, WA Dec 2013 - Current 10
Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) Kirkland, WA Jun 2005 - Current 18
Myicon (formerly: Icon Consulting) Kirkland, WA Jun 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Matthew D. McKellar
Phone Number: 4255624266
Firm Website: http://www.myicon.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

WA

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