Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bryce Gournay is a financial advisor with LPL Financial LLC. Matthew has been working in the financial services industry since 1991. Matthew holds the Series 6, 7 and SIE securities licenses, as well as the Series 63 state license. Matthew is also a Certified Financial Planner. Matthew has experience working with individuals, high net worth individuals, corporations, pension and profit sharing plans, charitable organizations, and other investment advisors. Matthew's previous firms include Woodbury Financial Services, Inc., Lincoln Financial Securities Corporation, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Jefferson-Pilot Investor Services, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/13/2020 - Present
LPL Financial LLC (LUCAS TX)
TX
12/10/2015 - 01/17/2020
WOODBURY FINANCIAL SERVICES, INC. (Lucas TX)
TX
02/01/2005 - 12/10/2015
LINCOLN FINANCIAL SECURITIES CORPORATION (MCKINNEY TX)
IN
08/03/2000 - 02/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/03/2000 - 02/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
10/01/1997 - 08/02/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
04/30/1991 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BC
Issued 03/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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