Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Jearl Ham is an Investment Advisor Representative with True North Advisors, LLC, based in Dallas, TX. Marcus holds Series 6, 7, 22, 24 and 66 licenses. He joined True North Advisors, LLC in June 2018. Previously, Marcus was affiliated with NYLIFE Securities LLC, in Roseville, CA. His experience in the industry dates back to June 1987. Marcus specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, charitable organizations, and pooled investment vehicles. Marcus is also the owner of rental property, which includes a condo and hotel.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/27/2018 - Present
True North Advisors, LLC (DALLAS TX)
CA
06/10/1987 - 07/10/2014
NYLIFE SECURITIES LLC (ROSEVILLE CA)
BOTH
Issued 02/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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