Matthew Durham, financial advisor St. Peters MO

Matthew Durham

CRD Number: 4247606
Current Firm: Durham Wealth Management, LLC

Matthew Durham (CRD# 4247606) is an Investment Advisor Representative working at Durham Wealth Management, LLC in St. Peters, MO and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Durham Wealth Management, LLC St. Peters, MO Jun 2016 - Current 4
Matthew Durham, Sole Proprietor St. Peters, MO May 2016 - Current 4
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
Vsr Advisory Services, Inc. Overland Park, KS Aug 2009 - Dec 2013 4
Vsr Financial Services, Inc. Overland Park, KS Aug 2009 - Dec 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2000
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew W. Durham
Phone Number: 636-294-7750
Registered State(s):
  • IL
  • MO
  • TX
Current Firm Details
Durham Wealth Management, LLC
Firm's CRD Number: 284264
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $53,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

IL, MO, TX

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