Chance Barrett, financial advisor Kalispell MT
96 score

Chance Barrett

CRD Number: 6253261
Current Firm: Edward Jones
Compensation Model: Both

Chance Barrett (CRD# 6253261) is an Investment Advisor Representative working at Edward Jones in Kalispell, MT and has over 2 years of experience in the finance industry.

 

I am dedicated to helping my clients with Financial Planning using education, service and honesty. My job is to simplify and consdolidate your financial life.

CONTACT
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Company Name Location Dates Years
Edward Jones Kalispell, MT Oct 2013 - Current 3
Glacier Bank Kalispell, MT Aug 2002 - Oct 2013 11
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Dec 2013
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Chance Barrett
Phone Number: (406) 756-0366
Registered State(s):
  • MT
  • CA
  • ID
  • WY
  • NC
  • CO
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Chance Barrett and other advisors.
BADGES
96
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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