Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Lybarger is a financial advisor with Schwab Wealth Advisory, Inc. He has been in the financial industry since 2015. He is currently registered with FINRA as a Registered Representative and with the state of Indiana as a Registered Investment Advisor. Matt's experience includes working for both Charles Schwab & Co., Inc. and Scottrade, Inc. He is a licensed securities professional and has passed exams including the Series 7, Series 9, Series 10 and Series 63 and Series 66. Matt is a specialist in the areas of portfolio management for individuals, portfolio management for businesses, and financial planning. Matt currently works with Schwab Wealth Advisory Inc. in Indianapolis, IN.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
IN
09/20/2016 - 03/09/2018
SCOTTRADE, INC. (GREENWOOD IN)
IN
03/09/2015 - 04/13/2016
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 05/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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