Matthew BarnardCRD Number: 6160900
Current Firm: Sullivan Mermel, Inc.
Matthew Barnard (CRD# 6160900) is an Investment Advisor Representative working at Sullivan Mermel, Inc. in Chicago, IL and has over 8 years of experience in the finance industry. Matthew Barnard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Shankervalleau Wealth Advisors, Inc.||Skokie, IL||Nov 2017 - May 2020||2|
|Country Financial||Bloomington, IL||Mar 2015 - Nov 2017||2|
|Fidelity Investments||Westlake, TX||Jan 2013 - Mar 2015||2|
|Texas Tech University||Lubbock, TX||Aug 2012 - Dec 2012||< 1|
|Capital Advisory Group||Dallas, TX||Jun 2012 - Aug 2012||< 1|
|Texas Tech University||Lubbock, TX||Aug 2011 - Jun 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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