Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucy? Claim Your ProfileLucy Gardner is a financial advisor with Matter Family Office. Lucy is a Certified Financial Planner with experience in the financial services industry. Lucy has been registered with the state of Texas since 2024. Lucy's firm, Matter Family Office, provides financial planning, portfolio management, and other services to individual and institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Create & administer llc's to pool client funds to invest in separately managed investment vehicles.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
07/10/2024 - Present
Matter Family Office (Dallas TX)
TX
07/22/2014 - 06/25/2015
HORNOR, TOWNSEND & KENT, INC. (ADDISON TX)
BOTH
Issued 08/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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