![Matthew Moyer, financial advisor Greensburg PA](/img/ws/profile-blank-sq.png)
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.
![Marybeth Abbiatici, financial advisor Greensburg PA](/img/ws/profile-blank-sq.png)
CRD# 1498908
Robert W. Baird & Company Incorporated
![Laura Abbott Decarolis, financial advisor Greensburg PA](/img/ws/profile-blank-sq.png)
CRD# 1523919
Trustmont Advisory Group, Inc.
![Blake Abel, financial advisor Greensburg PA](/img/ws/profile-blank-sq.png)
CRD# 6747556
Mml Investors Services, LLC
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 |
- PA
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.