Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Christopher Lerch is a financial advisor with LPL Financial LLC. Matthew has been working in the financial industry since March 24, 2013. Matthew is licensed to provide investment advice in Indiana, Texas and several other states. Matthew's experience includes working at Cetera Investment Services LLC, Money Concepts Capital Corp and MML Investors Services, LLC.
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.
1
2
IN
04/22/2020 - Present
LPL Financial LLC (LAFAYETTE IN)
IN
03/06/2015 - 06/22/2018
CETERA INVESTMENT SERVICES LLC (LAFAYETTE IN)
IN
02/06/2014 - 09/02/2014
MONEY CONCEPTS CAPITAL CORP (WEST LAFAYETTE IN)
IN
05/22/2012 - 10/29/2013
MML INVESTORS SERVICES, LLC (INDIANAPOLIS IN)
IA
Issued 05/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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