Kathy Barrett, financial advisor Nashville TN
93 score

Kathy Barrett

CRD Number: 2993818
Current Firm: Raymond James Financial Services Advisors, Inc.

Kathy Barrett (CRD# 2993818) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nashville, TN and has over 16 years of experience in the finance industry.

Similar Advisors
Stephen Vogel, financial advisor Nashville TN
Stephen J. Vogel
CRD# 6433636
Corvus Capital Management LLC
Score
103
Similar Advisors
Ann Dotson, financial advisor Nashville TN
Ann R. Dotson
CRD# 1823608
Retirement Resources Management, LLC
Score
101
Similar Advisors
Stephen Martin, financial advisor Nashville TN
Stephen W. Martin
CRD# 2955244
Fifth Third Securities, Inc.
Score
81
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Nashville, TN Oct 2016 - Current 1
Raymond James Financial Services, Inc. Nashville, TN Sep 2016 - Current 1
Grahampton Wealth Management Nashville, TN Sep 2016 - Current 1
Ubs Financial Services Inc. Nashville, TN Aug 2000 - Sep 2016 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for Kathy D. Barrett
Phone Number: 727-567-3020
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    81,239
    MILLIONS
  • Total Number of Accounts
    280,698
    ACCOUNTS
  • Average Account Value
    $289,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • 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, MA, 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

Ready to hire a financial advisor? Get competitive proposals from Kathy Barrett and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.