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Credentials
Series 66, Series 63
Experience Industry experience
< 1 year
Location
Wickliffe, KY
LPL Enterprise
Institution
Matthew Westbay is an advisor with LPL Enterprise and holds Series 66 and Series 63 licenses. He has professional experience beginning in 2022, including roles at Bankers Life, New York Life Insurance Company, and NYLIFE Securities LLC. Prior to his advisory career, he was involved with Lewis Generation Farms LLC for 12 years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients such as individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to various financial planning and consulting services.
Based on LPL Enterprise
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.
Wickliffe, KY
Wickliffe KY
Advisors at this office
1
Indiana · Kentucky
< 1 year of industry experience
LPL Enterprise LLC
2026 - Present • 1 year
Indianapolis, IN
NYLIFE Securities LLC
2025 - 2026 • 1 year
Louisville, KY
New York Life Insurance Company
2024 - 2026 • 2 years
Louisville, KY
Bankers Life
2022 - 2024 • 2 years
Paducah, KY
Unemployed
2022 - 2022 • 1 year
Wickliffe, KY
Lewis Generation Farms LLC
2010 - 2022 • 12 years
Philo, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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