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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 Tyler Barham is an investment advisor representative with Mercer Global Advisors Inc., a large firm with approximately $1 billion to $10 billion in assets under management. Matthew is a licensed advisor representative in North Carolina and has been in the industry for over 1 year. He has a Series 65 license and a Series 63 license. He has been employed by Mercer Global Advisors Inc. since May 2024 and previously worked for SECU Brokerage Services from February 2023 to April 2024. His prior work experience includes roles at State Employees' Credit Union, Green Joe's Coffee, Center for New North Carolinians, Eternitees, UNC Greensboro, Michael's Companies, Chick Fil A, Cinemark, and the Greensboro School System. Matthew specializes in Retirement Planning, Financial Planning, Investment Management, and Insurance. Mercer Global Advisors Inc. provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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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NC
08/26/2024 - Present
Mercer Global Advisors Inc. (Greensboro NC)
NC
02/17/2023 - 04/30/2024
SECU BROKERAGE SERVICES (ARCHDALE NC)
IA
Issued 04/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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