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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Porter Barton is an Investment Advisor Representative with Missionsquare Retirement and has been in the industry for over 23 years. Matthew has a Series 7, Series 63 and Series 65 license. Matthew has experience working at Charles Schwab & Co., Inc., Curren & Company, Fisher Investments, My Portfolio Guide, WealthFactor, LLC, Farther Finance Advisors, LLC, and MissionSquare Investment Services. Matthew is licensed in Idaho, Montana, Oregon, and Washington.
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.
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.
A percentage of the total value of assets under management is charged.
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DC
08/25/2023 - Present
Missionsquare Retirement (WASHINGTON DC)
TX
09/27/1999 - 07/11/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
06/22/1995 - 08/24/1999
CURREN & COMPANY (IRVINE CA)
IA
Issued 05/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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