Matthew Goss, financial advisor Lancaster PA

Matthew Goss

CRD Number: 5976732
Current Firm: Primerica Advisors

Matthew Goss (CRD# 5976732) is an Investment Advisor Representative working at Primerica Advisors in Lancaster, PA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Lancaster, PA Sep 2011 - Current 12
Primerica Financial Services Lancaster, PA Apr 2010 - Current 13
Mervin Zimmerman Inc. Lancaster, PA Jun 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Matthew L. Goss
Phone Number: 833-786-0550
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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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