Evan BarrettCRD Number: 5480678
Current Firm: Mutual Advisors, LLC
Evan Barrett (CRD# 5480678) is an Investment Advisor Representative working at Mutual Advisors, LLC in Calabasas, CA and has over 15 years of experience in the finance industry. Evan Barrett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Awm Capital, LLC
Aqua Capital Advisors
Wealth Management Partners Of Los Angeles
|Mutual Securities, Inc.||Camarillo, CA||Jan 2020 - Current||3|
|Mutual Advisors, LLC||Casper, WY||Jan 2020 - Current||3|
|Barrett Planning Group, Inc. D/b/a Barrett Wealth & Insurance S||Calabasas, CA||Nov 2019 - Current||3|
|Wealthsource Partners, LLC||Calabasas, CA||Nov 2019 - Jan 2020||< 1|
|Fortune Financial Services, Inc.||Calabasas, CA||Nov 2019 - Jan 2020||< 1|
|Fortune Financial Services, Inc.||Woodland Hills, CA||Jan 2018 - Nov 2019||1|
|Wealthsource Partners, LLC||Woodland Hills, CA||Jan 2018 - Nov 2019||1|
|Barrett Planning Group, Inc. D/b/a Barrett Wealth & Insurance So||Woodland Hills, CA||Dec 2017 - Nov 2019||1|
|Axa Advisors,llc||Woodland Hills, CA||Apr 2008 - Jan 2018||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management5,306MILLIONS
Total Number of Accounts20,842ACCOUNTS
Average Account Value$254,582
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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