Matthew Lebo (CRD# 5582354) is an Investment Advisor Representative working at Mulholland Wealth Advisors, LLC in Lancaster, PA and has over 15 years of experience in the finance industry. Matthew Lebo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mulholland Wealth Advisors, LLC | Scottsdale, AZ | Dec 2020 - Current | 3 |
| Sequinox | Lancaster, PA | Oct 2018 - Current | 5 |
| Unemployed | Lebanon, PA | May 2018 - Oct 2018 | < 1 |
| Sageworth Trust Company | Lancaster, PA | Jan 2015 - May 2018 | 3 |
| Unemployed | Lebanon, PA | Oct 2014 - Dec 2014 | < 1 |
| Santander Securities LLC | Guaynabo, PR | Sep 2012 - Sep 2014 | 2 |
| Sovereign Bank | Lancaster, PA | Sep 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- PA
-
Total Assets Under Management430MILLIONS
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Total Number of Accounts1,211ACCOUNTS
-
Average Account Value$355,485
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AR, AZ, CA, CO, FL, IA, IN, KS, MI, MO, NE, NM, NY, OH, PA, TX, VA
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