Virginia Barkett (CRD# 5502927) is an Investment Advisor Representative working at Compass Capital Investments LLC in Fincastle, VA and has over 6 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compass Capital Investments LLC | Fincastle, VA | Jun 2018 - Current | 5 |
| Virginia Barkett, Sole Proprietor | Fincastle, VA | Oct 2016 - Current | 7 |
| Barkett-allen Capital, LLC | Fincastle, VA | Feb 2006 - Dec 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- GA
- TX
- VA
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$101,084
- 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
- Pension consulting services
- Educational seminars/workshops
CA, FL, GA, NV, TX, VA
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