Matthew Barham (CRD# 7676380) is an Investment Advisor Representative working at Credit Union Investment Services in Archdale, NC and has 1 year of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Credit Union Investment Services | Raleigh, NC | Mar 2023 - Current | 1 |
Secu Brokerage Services | Raleigh, NC | Dec 2022 - Current | 1 |
State Employees' Credit Union | Archdale, NC | Jul 2021 - Current | 2 |
Green Joe's Coffee | Greensboro, NC | Aug 2020 - Jul 2021 | < 1 |
Center For New North Carolinians | Greensboro, NC | Sep 2020 - May 2021 | < 1 |
Unc Greensboro | Greensboro, NC | Aug 2016 - May 2021 | 4 |
Eternitees | Greensboro, NC | May 2019 - Aug 2020 | 1 |
Michael's Companies | Greensboro, NC | Apr 2019 - Jan 2020 | < 1 |
Chick Fil A | Greensboro, NC | Jun 2018 - Jan 2020 | 1 |
Cinemark | Greensboro, NC | May 2017 - Aug 2017 | < 1 |
Greensboro School System | Greensboro, NC | Dec 2011 - May 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2023 |
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- NC
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Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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