Unclaimed Profile

Matthew Lawrence Hess

LIFEGUIDE FINANCIAL ADVISORS, LLC·MECHANICSBURG, Pennsylvania

Series 65Clean record9 years registeredLIFEGUIDE FINANCIAL ADVISORS, LLC

400 W MAIN ST., MECHANICSBURG, PA 17055CRD# 6792354Firm CRD# 284842

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Lawrence Hess · MECHANICSBURG, PA

Registration

CRD #6792354 · LIFEGUIDE FINANCIAL ADVISORS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

LIFEGUIDE FINANCIAL ADVISORS, LLC

Jun 2017 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 29, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIFEGUIDE FINANCIAL ADVISORS, LLC

CRD 284842 · SEC 801-108442

AUM

$373M

Regulatory assets under management

Employees

2,271 client accounts

Services offered by LIFEGUIDE FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIFEGUIDE FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Lawrence Hess offer?

Matthew Lawrence Hess specializes in Financial Planning, Investment Management. Contact their office in MECHANICSBURG, Pennsylvania for a consultation.

What are Matthew Lawrence Hess's credentials?

Matthew Lawrence Hess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Lawrence Hess located?

Matthew Lawrence Hess is based in MECHANICSBURG, Pennsylvania, working with LIFEGUIDE FINANCIAL ADVISORS, LLC. Their office serves clients in the MECHANICSBURG metropolitan area and surrounding communities.

How does Matthew Lawrence Hess charge for services?

Matthew Lawrence Hess's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIFEGUIDE FINANCIAL ADVISORS, LLC?

LIFEGUIDE FINANCIAL ADVISORS, LLC has approximately 17 employees and manages $373M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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