James Barker, financial advisor Topsfield MA

James Barker

CRD Number: 1622909
Current Firm: Barker Financial Group, Inc.

James Barker (CRD# 1622909) is an Investment Advisor Representative working at Barker Financial Group, Inc. in Topsfield, MA and has over 37 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Barker Financial Group Burlington, MA Jan 1998 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
Contact Info for James T. Barker
Phone Number: 781-743-2600
Registered State(s):
  • CT
  • FL
  • ME
  • MA
  • NH
  • NY
  • VT
By the Numbers
  • Total Assets Under Management
    209
    MILLIONS
  • Total Number of Accounts
    595
    ACCOUNTS
  • Average Account Value
    $351,914
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CT, FL, MA, ME, NH, NY, VT

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