Robert BarrettCRD Number: 3050675
Current Firm: Scf Investment Advisors, Inc.
Robert Barrett (CRD# 3050675) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Houston, TX and has over 19 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Scf Securities, Inc.||Fresno, CA||Aug 2013 - Current||4|
|Scf Investment Advisors, Inc.||Fresno, CA||Aug 2013 - Current||4|
|Alamo Asset Advisors||Houston, TX||Oct 2010 - Aug 2013||2|
|Wfg Investments Inc.||Houston, TX||Mar 2009 - Aug 2013||4|
|Stanford Group Company||Houston, TX||Sep 2006 - Mar 2009||2|
|Deloitte & Touche LLP||Houston, TX||Jul 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2004|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
|S66||NASAA Uniform Combined State Law Examination||Sep 2006|
Total Assets Under Management1,176MILLIONS
Total Number of Accounts7,119ACCOUNTS
Average Account Value$165,154
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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