Broker Check

Matthew Holder

Matt has worked in the financial services industry since April of 1994. He is a graduate of Sam Houston State University and received a Master’s of Science from the University of Houston in 1998. Matt shares LPL Financial’s pioneering vision of offering independent financial advice. Matt’s areas of knowledge include retirement planning and distribution, asset allocation, company stock option exercise, estate planning and wealth management.

Credentials

State Securities Law Exam
Series 66* – Uniform Combined State Law Examination
Series 63* – Uniform Securities Agent State Law Examination

General Industry/Products Exam
Series 7* – General Securities Representative Examination

Series 63 and 7 held through LPL Financial. Series 66 held through Sovereign Wealth Advisors, LLC

State Registrations
Louisiana, Missouri, Texas

SRO Registrations
FINRA

Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
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16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
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Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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Let's talk about how we can help you reach your financial goals.

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