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2017-01-05T00:00:00.000Z

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Matt Byers

Registered Representative

LPL Financial Services

Direct Phone: (317) ***-****       

Email: m***@***.com

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LPL Financial Services

75 State Street 24Th Floor

Boston, Massachusetts 02109

United States

Company Description

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the financial advice market and serves $485 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance ... more

Find other employees at this company (12,244)

Background Information

Employment History

Senior Vice President

Synergy 360 LLC

President

Eminent Wealth Strategies

Affiliations

Financial Advisor, CRPS
Walker Bafs Retirement Group - Indianapolis

Financial Advisor
Merrill Lynch & Co. Inc

Web References (10 Total References)


Our Team

www.adamswealth.com [cached]

Matt Byers, AIF, CRPS | Registered Representative

Before joining LPL Financial and Adams Wealth Management, Matt spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market. Prior to becoming a financial advisor, Matt worked for some of the largest retirement plan providers in the country.
Matt decided he was going to take the best practices employed by the large institutions and bring that expertise to small and mid-size companies. To meet the increasing client demand for financial advisors who are knowledgeable in retirement plans for businesses and their employees, Matt holds the AIF (Accredited Investment Fiduciary) designation, and the Accredited Chartered Retirement Plans Specialist® designation, which qualifies him to implement and maintain retirement plans for the business community. Matt also holds his series 7 and 66 securities registrations through LPL Financial.


Team | Adams Wealth Management Group

www.adamswealth.com [cached]

Matt Byers, AIF, CRPS

...
Matt Byers, AIF, CRPS
LPL Registered Representative
(937) 433-6500
Before joining LPL Financial and Adams Wealth Management, Matt spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market.


Matt Byers, AIF, ...

www.adamswealth.com [cached]

Matt Byers, AIF, CRPS

...
Matt Byers, AIF, CRPS
LPL Registered Representative
(937) 433-6500
Before joining LPL Financial and Adams Wealth Management, Matt spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market. Prior to becoming a financial advisor, Matt worked for some of the largest retirement plan providers in the country.
Matt decided he was going to take the best practices employed by the large institutions and bring that expertise to small and mid-size companies. To meet the increasing client demand for financial advisors who are knowledgeable in retirement plans for businesses and their employees, Matt holds the AIF (Accredited Investment Fiduciary) designation, and the Accredited Chartered Retirement Plans Specialist® designation, which qualifies him to implement and maintain retirement plans for the business community. Matt also holds his series 7 and 66 securities registrations through LPL Financial.


Matt Byers, AIF, ...

www.wiseradvisor.com [cached]

Matt Byers, AIF, CRPS

...
Matt Byers, AIF, CRPS
...
Before joining LPL Financial and Adams Wealth Management, Matt spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market. Prior to becoming a financial advisor, Matt worked for some of the large ...more
...
Matt Byers, AIF, CRPS
...
Matt Byers, AIF, CRPS
...
Before joining LPL Financial and Adams Wealth Management, Matt spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market. Prior to becoming a financial advisor, Matt worked for some of the large ...more


Matt Byers | Synergy 360

www.synergy-360.com [cached]

Matt Byers

...
Matt Byers
Matt Byers is a Senior Vice President of Synergy 360. Prior to becoming an SVP, he spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market. Prior to becoming a financial advisor, Matt worked for some of the largest retirement plan providers in the country. Matt decided he was going to take the best practices employed by the large institutions and brings that experience to small and mid-size companies. To meet the increasing client demand for financial advisors who are knowledgeable in retirement plans for businesses and their employees, Matt holds the AIF (Accredited Investment Fiduciary) designation, and the Accredited Chartered Retirement Plans Specialist® designation, which qualifies him to implement and maintain retirement plans for the business community. Matt also holds his series 7 and 66 securities registrations through LPL Financial.
Prior to becoming a financial advisor, Matt served as a Regional Sales Manager for ADP's Small Business Services Division. This role gave Matt a deep understanding of the many demands of a small business owner and their HR department. Matt also gained a good understanding of 401(k) plan administration at ADP, whose Retirement Services Division maintains more than 30,000 retirement plans with more than $30 billion in assets

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