Dawn Barakett, financial advisor Naples FL

Dawn Barakett

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Dawn L. Barakett
Phone Number: 314-875-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    79,617
    MILLIONS
  • Total Number of Accounts
    195,685
    ACCOUNTS
  • Average Account Value
    $406,863
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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