Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lankford is a financial advisor at Merit Financial Advisors. Matthew has been in the financial industry since April 2014. Matthew is registered with the state of Georgia. Matthew holds Series 63, 66, 7, and 24 licenses. Matthew provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
Consulting fees
1
2
GA
07/05/2024 - Present
Merit Financial Advisors (Jonesboro GA)
SC
01/19/2024 - 08/16/2024
LPL FINANCIAL LLC (FORT MILL SC)
GA
06/10/2014 - 01/22/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
GA
10/03/2013 - 12/09/2013
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 07/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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