Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Loughren is a financial advisor with over 18 years of experience in the financial services industry. Matthew is currently registered with Vanguard Advisers, Inc. where he has worked since June 2022. Before that, Matthew held roles at Etico Partners, LLC, Charles Schwab & Co. and LPL Financial LLC. Matthew is a licensed investment advisor representative and is a registered representative in Texas and Iowa. Matthew is a Series 63, Series 65, Series 7 and SIE licensed holder. Matthew specializes in providing financial planning, portfolio management for businesses and individuals and selection of other advisors.
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.
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
07/19/2022 - Present
Vanguard Advisers, Inc. (PLANO TX)
TX
02/27/2019 - 12/31/2020
ETICO PARTNERS, LLC (Dallas TX)
TX
04/09/2015 - 06/19/2018
CHARLES SCHWAB & CO., INC. (Dallas TX)
TX
01/10/2014 - 04/13/2015
LPL FINANCIAL LLC (PLANO TX)
TX
10/23/2009 - 01/13/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
10/04/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
TX
01/13/2005 - 09/25/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
NY
04/07/2004 - 06/21/2004
GREAT EASTERN SECURITIES, INC. (NEW YORK NY)
IA
Issued 02/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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