Matthew Durham (CRD# 4247606) is an Investment Advisor Representative working at Durham Wealth Management, LLC in Saint Peters, MO and has over 23 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Durham Wealth Management, LLC | St. Peters, MO | Jun 2016 - Current | 7 |
| Matthew Durham, Sole Proprietor | St. Peters, MO | May 2016 - Current | 7 |
| Infinity Financial Services | Oakland, CA | May 2016 - Jun 2016 | < 1 |
| Lpl Financial LLC | St. Peters, MO | Dec 2013 - May 2016 | 2 |
| Private Advisor Group, LLC | Morristown, NJ | Dec 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
- MO
- TX
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Total Assets Under Management8MILLIONS
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Total Number of Accounts146ACCOUNTS
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Average Account Value$55,253
- 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
- Educational seminars/workshops
IL, MO, TX
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