Cort Barrett (CRD# 6195972) is an Investment Advisor Representative working at White Aspen Capital LLC in Henderson, NV and has over 10 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| White Aspen Capital (fka Canyons Capital) | Los Angeles, CA | Mar 2020 - Current | 4 |
| Oppenheimer & Company Inc. | Los Angeles, CA | Jun 2018 - Feb 2020 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles, CA | Aug 2015 - Jun 2018 | 2 |
| Bank Of America, N.a. | Los Angeles, CA | Aug 2015 - Jun 2018 | 2 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jul 2015 | < 1 |
| Morgan Stanley | Beverly Hills, CA | May 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- NV
- TX
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Total Assets Under Management10MILLIONS
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Total Number of Accounts40ACCOUNTS
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Average Account Value$237,500
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NV, TX
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