Matthew BurnhamCRD Number: 5586452
Current Firm: Auxin Group Wealth Management, LLC
Matthew Burnham (CRD# 5586452) is an Investment Advisor Representative working at Auxin Group Wealth Management, LLC in Akron, OH and has over 8 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Raymond James & Associates, Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||Sep 2015 - Current||2|
|Auxin Group Wealth Management, LLC||Akron, OH||Jun 2015 - Current||2|
|Ubs Financial Services Inc.||Akron, OH||Sep 2010 - Jun 2015||4|
|Merrill Lynch||Bath, OH||Aug 2008 - Sep 2010||2|
|Global Executive Mortgage||Twinsburg, OH||Oct 2006 - Aug 2008||1|
|Hyde Park Restaurant||Akron, OH||Mar 2002 - Nov 2006||4|
|Equity Consultants||Richfield, OH||Mar 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management62MILLIONS
Total Number of Accounts400ACCOUNTS
Average Account Value$155,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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