Denise Barrett (CRD# 6377547) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA and has over 9 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | Carlsbad, CA | May 2020 - Current | 3 |
| Cornerstone Family Office, Inc. | Carlsbad, CA | Oct 2016 - Current | 7 |
| Cornerstone Wealth Advisors, Inc. | Carlsbad, CA | Feb 2015 - Current | 9 |
| Cornerstone Wealth Advisors, Inc. | Carlsbad, CA | Aug 2014 - Current | 9 |
| Barrett Solutions Inc. | Dana Point, CA | Oct 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- CA
-
Total Assets Under Management99MILLIONS
-
Total Number of Accounts350ACCOUNTS
-
Average Account Value$281,429
- 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)
CA, TX
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