Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Boudreaux is a financial advisor with Lion Street Advisors, LLC, specializing in comprehensive financial planning and investment management for individuals, families, and businesses. Matthew has extensive experience in the financial services industry, having worked with several firms, including Cambridge Investment Research, Inc., and NYLIFE Securities LLC. With a focus on providing personalized advice and building long-term relationships with clients, Matthew is dedicated to helping individuals achieve their financial goals and live a more fulfilling life.
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.
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.
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2
TX
10/23/2023 - Present
Lion Street Advisors, LLC (AUSTIN TX)
TX
11/01/2017 - 12/02/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Waco TX)
TX
03/24/2017 - 11/03/2017
NYLIFE SECURITIES LLC (WACO TX)
IA
Issued 10/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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