Matthew Gorham (CRD# 7350876) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 2 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Chandler, AZ | Dec 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Feb 2021 - Current | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- 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
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