Matthew Moyer, financial advisor Greensburg PA

Matthew Moyer

CRD Number: 6669973
Current Firm: Lpl Financial LLC

Matthew Moyer (CRD# 6669973) is an Investment Advisor Representative working at Lpl Financial LLC in Greensburg, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Canonsburg, PA Jul 2021 - Current 2
Westmoreland Entrepreneurs Irwin, PA Jan 2019 - Jul 2021 2
Educo Advisor Group Canonsburg, PA Jan 2019 - Jul 2021 2
Hempfield Area School District Greensburg, PA Jan 2017 - Jul 2021 4
Various Insurance Carriers For W&r Insurance Agencies Greensburg, PA Sep 2016 - Jul 2021 4
Waddell & Reed Inc. Canonsburg, PA Jun 2016 - Jul 2021 5
Jacob Cuthbert Washington, PA Nov 2017 - Jun 2021 3
Tnt Fireworks Greensburg, PA Jun 2017 - Jul 2017 < 1
Unemployed Greensburg, PA Apr 2016 - Jun 2016 < 1
University Of Pittsburgh At Greensburg Greensburg, PA Sep 2013 - Apr 2016 2
Excela Health Greensburg, PA Jun 2012 - Apr 2016 3
Tobins Lawn Care Greensburg, PA Jun 2015 - Aug 2015 < 1
Tobins Lawn Care Greensburg, PA Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for Matthew J. Moyer
Phone Number: 704-733-3300
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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