Matthew Gorham (CRD# 7350876) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has 1 year of experience in the finance industry.
CRD# 5400841
Transamerica Financial Advisors, Inc.
CRD# 6400364
Wells Fargo Clearing Services, LLC
CRD# 4091287
Dynamic Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Feb 2021 - Current | 1 |
| Drivetime | Mesa, AZ | Dec 2020 - Feb 2021 | < 1 |
| Unemployed | Gilbert, AZ | Oct 2020 - Jan 2021 | < 1 |
| Endurance International Group | Tempe, AZ | Jan 2018 - Sep 2020 | 2 |
| Adecco Staffing | Tempe, AZ | Oct 2017 - Nov 2017 | < 1 |
| Autonation | Gilbert, AZ | May 2017 - Aug 2017 | < 1 |
| Starbucks | Gilbert, AZ | Jul 2016 - May 2017 | < 1 |
| Ewing Irrigation | Phoenix, AZ | Jun 2004 - Nov 2016 | 12 |
| Mesa Community College | Gilbert, AZ | Aug 2010 - Aug 2016 | 6 |
| Compass Group Usa (mellow Mushroom) | Phoenix, AZ | Apr 2015 - Apr 2015 | < 1 |
| Concentrix Corporation | Tempe, AZ | Jan 2015 - Feb 2015 | < 1 |
| Sodexo | Tempe, AZ | Jul 2013 - Jan 2015 | 1 |
| World Of Beer (frankcrum) | Gilbert, AZ | Dec 2013 - Jun 2014 | < 1 |
| Connextions | Chandler, AZ | Feb 2014 - Feb 2014 | < 1 |
| Revana | Tempe, AZ | Jun 2012 - Sep 2013 | 1 |
| Dish Network | Tempe, AZ | Oct 2012 - Apr 2013 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- CA
- TX
-
Total Assets Under Management1,283,838MILLIONS
-
Total Number of Accounts2,825,602ACCOUNTS
-
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.