Dawn BarakettCRD Number: 5061490
Current Firm: Wells Fargo Advisors Financial Network, LLC
Dawn Barakett (CRD# 5061490) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Naples, FL and has over 9 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Truist Advisory Services, Inc.
|Wells Fargo Advisors Financial Network, LLC||Naples, FL||Nov 2018 - Current||3|
|Wells Fargo Clearing Services, LLC||Naples, FL||May 2018 - Nov 2018||< 1|
|Retired||Naples, FL||Apr 2017 - May 2018||1|
|Wells Fargo Clearing Services, LLC||Naples, FL||Nov 2016 - Apr 2017||< 1|
|Wells Fargo Advisors LLC||Naples, FL||Nov 2004 - Nov 2016||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management79,617MILLIONS
Total Number of Accounts195,685ACCOUNTS
Average Account Value$406,863
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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