Unclaimed
Matthew Hamilton Lugar is an investment advisor representative currently registered with TGS Financial Advisors in RADNOR, PA. Matthew has been in the industry for over 13 years. Prior to joining TGS Financial Advisors, Matthew was employed with SEI Investments Distribution Co. Matthew also holds Series 6, 63, 65, and SIE licenses.
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.
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.
1
2
PA
08/30/2024 - Present
TGS Financial Advisors (RADNOR PA)
PA
04/25/2023 - 06/06/2024
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
06/22/2011 - 11/06/2020
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
11/10/2004 - 05/21/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 08/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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