Brenda Barrett (CRD# 4800525) is an Investment Advisor Representative working at Allegiance Financial Advisors, Inc. in Jacksonville, FL and has over 19 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Jacksonville, FL | Nov 2018 - Current | 5 |
| Allegiance Financial Advisors, Inc. | Jacksonville, FL | Jan 2015 - Current | 9 |
| Jhfn Sii | Boston, MA | May 2006 - Nov 2018 | 12 |
| Allegiance Financial Advisors, Inc. | Jacksonville, FL | Jan 2008 - Jan 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- FL
- GA
-
Total Assets Under Management131MILLIONS
-
Total Number of Accounts422ACCOUNTS
-
Average Account Value$309,400
- 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
FL, GA
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