Alexander Barrios, financial advisor Deerfield IL
93 score

Alexander Barrios

CRD Number: 3143445
Current Firm: Coe Capital Management, LLC

Alexander Barrios (CRD# 3143445) is an Investment Advisor Representative working at Coe Capital Management, LLC in Deerfield, IL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Coe Capital Management Deerfield, IL Oct 2007 - Current 9
B. Riley & Company, LLC Los Angeles, CA Jul 2010 - Mar 2011 < 1
Ladenburg Thalmann & Company Inc. Lincolnshire, IL Nov 2007 - Jun 2010 2
Ladenburg, Thalmann & Company, Inc. New York, NY Nov 2002 - Aug 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for Alexander Barrios
Phone Number: 847-597-1700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    419
    MILLIONS
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $1,610,904
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, FL, IL, IN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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