Marcus
Ham
True North Advisors, LLC
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About this Advisor
Marcus Ham is a financial advisor operating in Dallas, Texas who has 5 years of relevant experience. Ham is currently employed by True North Advisors, LLC. Their career trajectory has included roles at New York Life, Nylife Securities Inc, Eagle Strategies LLC and True North Advisors LLC. Ham maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to work in Texas. True North Advisors, LLC is a business operating out of Dallas, TX. The company has a total of 42 employees. It has $3 billion in total assets between its 3,532 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 3,532 client accounts, 60% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. True North Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically vary depending on the financial services. However, fees charged by True North Advisors, LLC likely consist of any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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True North Advisors, LLC Brokerage Details
$3,006,399,719
42
3,532
$851,189
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Marcus Ham Work History
Marcus has been registered as a financial advisor for 5 years.*
True North Advisors LLC
Eagle Strategies LLC
New York Life
Nylife Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marcus Ham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at True North Advisors, LLC
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Fort Worth, TX
Fort Worth, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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