Matthew Lively (CRD# 7153108) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Imlay City, MI and has over 4 years of experience in the finance industry.
CRD# 5480510
Lpl Financial LLC
CRD# 6880560
Raymond James Financial Services Advisors, Inc.
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beatty, Betts & Associates | Imlay City, MI | Aug 2022 - Current | 1 |
| Ameriprise Financial Services, LLC | Imlay City, MI | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Dryden, MI | Jul 2019 - Mar 2020 | < 1 |
| Bankers Life | Grand Rapids, MI | Jun 2019 - Jul 2019 | < 1 |
| Asbury University | Wilmore, KY | Aug 2015 - Jun 2019 | 3 |
| Alcon Entertainment | Los Angeles, CA | May 2018 - Aug 2018 | < 1 |
| Bay Harbor Yacht Club | Petoskey, MI | May 2017 - Aug 2017 | < 1 |
| Meyer Ace Hardware | Petoskey, MI | Apr 2014 - Dec 2016 | 2 |
| Homeschool | Petoskey, MI | Jul 2009 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- IN
- KY
- MI
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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