Christopher Barrett (CRD# 1589965) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Foxboro, MA and has over 37 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 4318531
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pensionmark Securities, LLC | Santa Barbara, CA | Jun 2019 - Current | 4 |
| Pensionmark Financial Group, LLC | Santa Barbara, CA | Jun 2019 - Current | 4 |
| Unemployed | Medfield, MA | Jan 2019 - Jun 2019 | < 1 |
| State Street Global Advisors Funds Distributors, LLC | Boston, MA | Jun 2017 - Jan 2019 | 1 |
| State Street Global Advisors Trust Company | Boston, MA | Jun 2017 - Jan 2019 | 1 |
| Alps Distributors, Inc. | Denver, CO | Sep 2016 - Jun 2017 | < 1 |
| Stadion Money Management | Watkinsville, GA | Jul 2015 - Jun 2017 | 1 |
| Unemployed | Medfield, MA | Nov 2014 - Jul 2015 | < 1 |
| Diversified Investors Securities Corp | Needham, MA | Jun 2005 - Oct 2014 | 9 |
| Transamerica Retirement Services | Needham, MA | May 2005 - Oct 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1986 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- MA
- RI
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Total Assets Under Management37,760MILLIONS
-
Total Number of Accounts11,973ACCOUNTS
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Average Account Value$3,153,743
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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