Matthew Gerald Lord is an investment adviser representative (IAR) with state registration records since 2020, appearing at 6 firms. Currently registered with AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC..
| Firm | From | To | Current |
|---|---|---|---|
| AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | 2026-02-25 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-12-16 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-09-20 | 2025-03-31 | — |
| J.P. MORGAN SECURITIES LLC | 2022-09-16 | 2023-08-07 | — |
| CREATIVE PLANNING, LLC | 2020-10-23 | 2022-07-05 | — |
| EMPOWER ADVISORY GROUP, LLC | 2020-01-07 | 2020-10-21 | — |