MATTHEW STUART PHILLIPS is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC, K2 FINANCIAL INC..
| Firm | From | To | Current |
|---|---|---|---|
| K2 FINANCIAL INC. | 2019-05-30 | present | Yes |
| LINCOLN INVESTMENT PLANNING, LLC | 2017-09-25 | present | Yes |
| LEGEND ADVISORY, LLC | 2017-09-25 | 2019-10-04 | — |
| WADDELL & REED | 2016-06-08 | 2017-09-28 | — |