Matt has worked in the financial services industry since April of 1994. He is a graduate of Sam Houston State University and received a Master’s of Science from the University of Houston in 1998. Matt shares LPL Financial’s pioneering vision of offering independent financial advice. Matt’s areas of knowledge include retirement planning and distribution, asset allocation, company stock option exercise, estate planning and wealth management.
State Securities Law Exam
Series 66 – Uniform Combined State Law Examination
Series 63 – Uniform Securities Agent State Law Examination
General Industry/Products Exam
Series 7 – General Securities Representative Examination
Louisiana, Missouri, Texas