Matthew Doyle (CRD# 6527520) is an Investment Advisor Representative working at Trimingham Financial in New Albany, IN and has over 8 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amazon | Jeffersonville, IN | Oct 2018 - Current | 5 |
| Trimingham Financial, LLC | New Albany, IN | Sep 2018 - Current | 5 |
| Northwestern Mutual Wealth Management Company | Louisville, KY | May 2016 - Aug 2018 | 2 |
| Northwestern Mutual | Louisville, KY | Mar 2016 - May 2016 | < 1 |
| Northwestern Mutual | Louisville, KY | Sep 2015 - Mar 2016 | < 1 |
| Louisville Metro Government | Louisville, KY | Mar 2015 - Aug 2015 | < 1 |
| Louisville Metro Government | Louisville, KY | Jan 2013 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
- KY
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Total Assets Under Management1MILLIONS
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Total Number of Accounts15ACCOUNTS
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Average Account Value$93,599
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN, KY
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