ADVISOR BIO

Matthew Gregory Lanham is an investment advisor representative with RBC Capital Markets, LLC, based in Vienna, Virginia. Matthew has been in the financial industry since 2001. He has a diverse background in financial services, having held previous positions with Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Matthew is licensed in multiple states and holds several industry certifications, including Series 7, Series 10, Series 31, Series 63, and Series 65. He specializes in providing financial planning and investment management services to individuals, businesses, and institutional clients.

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ADVISOR BIO

Matthew David Kurz is a financial advisor with Wells Fargo Clearing Services, LLC. Matthew has been in the industry since September 25, 1999, and has experience working with a variety of clients, including individuals, businesses, and institutions. Matthew is registered to provide investment advisory services in Virginia and Texas.

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ADVISOR BIO

Matthew Fitzgerald is a financial advisor at Wells Fargo Clearing Services, LLC. Matthew has been in the financial industry since December 6, 2011 and is registered with FINRA, as well as the states of Virginia, Maryland, District of Columbia, South Carolina and Texas. Matthew provides financial and investment advice to individuals and businesses. Matthew offers a variety of financial services, including financial planning, portfolio management, and investment consulting.

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ADVISOR BIO

Matthew Wickline is a financial advisor with over 17 years of experience in the financial services industry. Matthew currently works with LPL Financial LLC and is licensed to provide financial advice in Virginia. Previously, Matthew worked with MML Investors Services, LLC, NYLIFE Securities LLC, and Wells Fargo Advisors, LLC. Matthew offers financial planning services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Matthew Lindamood is a financial advisor who has been in the industry since 2012. He is currently registered with Concurrent Investment Advisors, LLC and is a Registered Representative in Texas and Virginia. Matthew Lindamood also holds the Series 7, Series 66, and SIE exams. He previously worked at Raymond James Financial Services, Inc. and Edward Jones. Matthew Lindamood specializes in financial planning, pension consulting, and portfolio management for individuals. He has a client base that includes high-net-worth individuals, corporations, and pension and profit-sharing plans. Matthew Lindamood is committed to providing his clients with personalized financial advice and services to help them achieve their financial goals.

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ADVISOR BIO

Matthew Worthington is a financial advisor registered with Eagle Strategies LLC. Matthew has been working in the industry since 2012 and is licensed in 27 states. Matthew has a strong background in both securities and investment advisory services, and has experience providing financial planning, pension consulting, and educational seminars to clients. Matthew is a member of FINRA and is registered with the Securities and Exchange Commission (SEC).

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ADVISOR BIO

Matthew Storey is a registered investment advisor representative with Navy Federal Investment Services, LLC. Matthew has been in the industry since April 26, 2016. Matthew is licensed in Alabama, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Tennessee, and Virginia. Matthew holds a Series 66 license, and Series 7 and SIE licenses. Matthew has experience working with individuals and businesses.

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ADVISOR BIO

Matthew Poliner is a financial advisor with Ameriprise Financial Services, LLC. Matthew has been in the industry since April 2017, and has a Series 7, Series 66 and SIE license. Matthew is registered as a broker-dealer and investment advisor in 35 states and the District of Columbia. Matthew specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Matthew provides financial planning, asset allocation, and portfolio management services.

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ADVISOR BIO

Matthew Humphrey is a financial advisor with over 4 years of experience in the financial services industry. Matthew currently works with United Brokerage Services, Inc., in Vienna, VA. He is a registered representative with FINRA and a licensed investment advisor in Virginia and West Virginia. Previously, Matthew worked for Goldman, Sachs & Co. in New York City. Matthew is dedicated to providing personalized financial guidance to help his clients achieve their financial goals.

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ADVISOR BIO

Matthew Cole Chalfant is a financial advisor registered with UBS Financial Services Inc. Matthew has been in the industry since January 1998. Matthew's firm offers a variety of services, including financial planning, portfolio management, and educational seminars. Matthew specializes in working with individuals, high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Matthew is registered with the following securities authorities: Series 7, Series 31, Series 66, SIE.

SPECIALIZATIONS