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Matthew Hamilton Lugar

TGS Financial Advisors

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About Matthew Hamilton Lugar

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.

Firm Information

Matthew Lugar is currently registered with TGS Financial Advisors. TGS Financial Advisors is a financial advisory firm based in RADNOR, PA. They offer a range of services, including financial planning, educational seminars, portfolio management for individuals, and selection of other advisers. They manage approximately $339,915,094 in assets, primarily for high-net-worth individuals and individuals other than high-net-worth. They also offer a wrap fee program.
TGS Financial Advisors

100 W. MATSONFORD ROAD

RADNOR, PA 19087

$339.92M

Assets Under Management

12

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Lugar’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Hamilton Lugar.
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