Nathan M. Barham
Professional summary
Nathan Micah Barham is a registered financial advisor currently at PERSPECTIVE ADVISORS, LLC located in Bartlesville, Oklahoma.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Nathan has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Micah Barham's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 21, 2019 - Present
PERSPECTIVE ADVISORS, LLC
Office #1: 1740 Se Washington Blvd, Bartlesville, OK 74006December 13, 2007 - May 24, 2019
PURSHE KAPLAN STERLING INVESTMENTS
March 19, 2007 - May 16, 2019
SUTTERFIELD FINANCIAL GROUP, INC.
September 29, 2003 - December 17, 2007
AMERICAN GENERAL SECURITIES INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/22/2021)
(5/26/2022)
(5/21/2019)
(11/10/2019)
Exams
Current Firm
PERSPECTIVE ADVISORS, LLC
CRD#: 301811 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 362 |
| AUM (Assets Under Management) | $ 30,603,380 |
Red Flags
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