Unclaimed Profile

Matthew Michael Myers

TRUTINA FINANCIAL, L.L.C.·BELLEVUE, Washington

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record26 years registeredTRUTINA FINANCIAL, L.L.C.

10811 MAIN STREET, BELLEVUE, WA 98004-6323CRD# 2506930Firm CRD# 148866

Profile Verification

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

Identity

Matthew Michael Myers · BELLEVUE, WA

Registration

CRD #2506930 · TRUTINA FINANCIAL, L.L.C. · 26 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Dec 2023 – present

TRUTINA FINANCIAL

Nov 2009 – Mar 2024

BELLEVUE, WA

LPL FINANCIAL CORPORATION

Feb 2000 – Sep 2009

BELLEVUE, WA

BELLEVUE FINANCIAL

Jan 2000 – Nov 2009

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 31, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUTINA FINANCIAL, L.L.C.

CRD 148866 · SEC 801-70313

AUM

$942M

Regulatory assets under management

Employees

1,119 client accounts

Services offered by TRUTINA FINANCIAL, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUTINA FINANCIAL, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Matthew Michael Myers offer?

Matthew Michael Myers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Matthew Michael Myers's credentials?

Matthew Michael Myers holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Michael Myers located?

Matthew Michael Myers is based in BELLEVUE, Washington, working with TRUTINA FINANCIAL, L.L.C.. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Matthew Michael Myers charge for services?

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

How large is TRUTINA FINANCIAL, L.L.C.?

TRUTINA FINANCIAL, L.L.C. has approximately 16 employees and manages $942M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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