Matthew Dodd
Professional summary
Matthew Dodd, who also goes by Matthew Dodd, Matthew Joseph Dodd, is a registered financial advisor currently at LUCAS RETIREMENT GROUP LLC located in Anthem, Arizona.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Dodd's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 7, 2026 - Present
LUCAS RETIREMENT GROUP LLC
Office #1: 42210 N 41st Drive Suite 140, Anthem, AZ 85086May 10, 2023 - August 7, 2025
ELEVATED CAPITAL ADVISORS, LLC
February 20, 2020 - May 4, 2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
February 19, 2020 - May 4, 2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
August 22, 2018 - January 30, 2020
NYLIFE SECURITIES LLC
November 15, 2016 - July 23, 2018
MML INVESTORS SERVICES, LLC
February 16, 2016 - July 23, 2018
MML INVESTORS SERVICES, LLC
November 25, 2014 - August 31, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 7, 2014 - August 31, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 3, 2013 - September 18, 2013
COUNTRY CAPITAL MANAGEMENT COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/7/2026)
Exams
Current Firm
LUCAS RETIREMENT GROUP LLC
CRD#: 341225 / SEC#:
Contact information
Red Flags
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