Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Clayton Barnhart is an Investment Advisor Representative at Sovran Advisors, LLC. Matthew has been in the financial services industry since June 13, 2000. Matthew is registered in 27 states and is also registered with FINRA and the state of California as an Investment Advisor Representative. Matthew holds the Series 7 and Series 66 securities licenses. The individual's areas of specialization include portfolio management, financial planning and investment advisory services. Matthew's current firm, Sovran Advisors, LLC, is an SEC Registered Investment Advisory firm. Matthew has previously been employed by MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, H&R Block Financial Advisors, Inc., and Morgan Stanley DW Inc. Matthew is also the CEO of Concierge Wealth Management.
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.
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.
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2
CA
02/23/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
03/25/2017 - 03/06/2024
MML INVESTORS SERVICES, LLC (SAN DIEGO CA)
CA
10/10/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
10/10/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)
CA
01/22/2002 - 10/27/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (SAN DIEGO CA)
NY
05/05/2000 - 12/12/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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