Michael BarrettCRD Number: 5972226
Current Firm: Good Life Advisors, LLC
Michael Barrett (CRD# 5972226) is an Investment Advisor Representative working at Good Life Advisors, LLC in Lewisburg, PA and has over 6 years of experience in the finance industry.
Lpl Financial LLC
Private Advisor Group, LLC
Trustmont Advisory Group, Inc.
|Lpl Financial LLC||Lewisburg, PA||Jun 2015 - Current||2|
|Good Life Advisors, LLC||Wyomissing, PA||Jun 2015 - Current||2|
|Metlife Securities||Lewisburg, PA||Aug 2011 - Jun 2015||3|
|Unemployed||Selinsgrove, PA||May 2011 - Aug 2011||< 1|
|Gettysburg College||Gettysburg, PA||Aug 2007 - May 2011||3|
|Lock Haven University||Lock Haven, PA||Jun 2010 - Aug 2010||< 1|
|Log Building Solutions||Milton, PA||Jun 2007 - Aug 2009||2|
|Wendys||Lewisburg, PA||Feb 2005 - Aug 2007||2|
|Lewisburg High School||Lewisburg, PA||Aug 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management391MILLIONS
Total Number of Accounts4,794ACCOUNTS
Average Account Value$81,548
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV
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