David Barrett, financial advisor Midlothian VA
93 score

David Barrett

CRD Number: 4473235
Current Firm: Barrett Capital Management,llc

David Barrett (CRD# 4473235) is an Investment Advisor Representative working at Barrett Capital Management,llc in Midlothian, VA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Barrett Capital Management, LLC Midlothian, VA Dec 2000 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2001
Contact Info for David R. Barrett
Phone Number: 804-419-1100
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $220,796
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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