Matthew H. Lambdin
Professional summary
Matthew Hale Lambdin, CFA, who also goes by Matt H Lambdin, Matt Lambdin, Matthew H Lambdin, Matthew Lambdin, is a registered financial advisor currently at METHOD FINANCE, LLC located in St. Louis, Missouri.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 6 firms and has passed the Series 66, Series 63, Series 87, Series 86 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Hale Lambdin's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 9, 2014 - Present
METHOD FINANCE, LLC
August 8, 2011 - August 6, 2013
GOLDMAN SACHS & CO. LLC
March 1, 2011 - August 8, 2011
WELLS FARGO SECURITIES, LLC
September 22, 2008 - February 11, 2011
BARCLAYS CAPITAL INC.
December 18, 2006 - September 22, 2008
LEHMAN BROTHERS INC.
June 17, 2004 - October 12, 2004
FIS BROKERAGE & SECURITIES SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/4/2019)
(7/9/2014)
(6/1/2023)
(6/17/2021)
(9/22/2015)
Exams
Current Firm
METHOD FINANCE, LLC
CRD#: 170647 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 169 |
| AUM (Assets Under Management) | $ 54,642,751 |
Red Flags
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