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This profile was last updated on 5/15/2017 and contains contributions from the  Zoominfo Community.

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Matt Byers

Registered Representative

LPL Financial LLC

HQ Phone:  (617) 897-4574

Direct Phone: (317) ***-****direct phone

Email: m***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

LPL Financial LLC

75 State Street 24Th Floor

Boston, Massachusetts,02109

United States

Company Description

LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is a leader in the retail financial advice market and provided service to approximately $517 billion in advisory and brokerage assets as of January 31, 2017. LPL is one... more

Find other employees at this company (13,845)

Background Information

Employment History

Senior Vice President

Synergy Systems


President

Eminent Wealth Strategies


Affiliations

Merrill Lynch & Co. Inc

Financial Advisor


Walker Bafs Retirement Group - Indianapolis

Financial Advisor, CRPS


Web References(11 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.


Matt Byers, AIF, CRPS | 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. 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 help 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.


www.adamswealth.com

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.


www.wiseradvisor.com

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


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