Matthew
Barham
Mercer Global Advisors Inc
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About this Advisor
Matthew Barham is a financial advisor based in Greensboro, North Carolina, working with Mercer Global Advisors Inc. Matthew has previously held positions at Secu Brokerage Services, State Employees' Credit Union, Green Joe'S Coffee, Center For New North Carolinians, Eternitees, Unc Greensboro, Michael'S Companies, Chick Fil A, Cinemark, Greensboro School System, Credit Union Investment Services, and Mercer Global Advisors Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Matthew is part of Mercer Global Advisors Inc, which operates out of Greensboro, North Carolina. The firm has 107 offices and 1,166 employees. Mercer Global Advisors Inc manages assets totaling $60.3 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mercer Global Advisors Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$60,256,270,580
1,166
99,044
$608,379
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Matthew Barham Work History
Mercer Global Advisors Inc
Credit Union Investment Services
Secu Brokerage Services
State Employees' Credit Union
Green Joe'S Coffee
Center For New North Carolinians
Eternitees
Michael'S Companies
Chick Fil A
Cinemark
Unc Greensboro
Greensboro School System
Disclosures
Please visit the SEC profile of Matthew Barham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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