Mark BarrettCRD Number: 1121473
Current Firm: The Wealth Consulting Group
Mark Barrett (CRD# 1121473) is an Investment Advisor Representative working at The Wealth Consulting Group in Chico, CA and has over 29 years of experience in the finance industry. Mark 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.
Securities America Advisors, Inc.
Stifel, Nicolaus & Company, Incorporated
|Wcg Wealth Advisors, Llc (dba: The Wealth Consulting Group)||Chico, CA||Jul 2016 - Current||6|
|Barrett Fncl Services||Chico, CA||May 2000 - Current||22|
|Lpl Financial LLC||Chico, CA||Jan 1990 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1993|
Total Assets Under Management2,872MILLIONS
Total Number of Accounts9,855ACCOUNTS
Average Account Value$291,443
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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