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

18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?
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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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Let's talk about how we can help you reach your financial goals.

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