Adam Barringer, financial advisor Lone Tree CO

Adam Barringer

CRD Number: 6093686
Current Firm: Schwab Wealth Advisory, Inc.

Adam Barringer (CRD# 6093686) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Schw Private Client Invest Adv Lone Tree, CO Jul 2017 - Current 6
Charles Schwab & Company, Inc. Lone Tree, CO Jun 2014 - Current 9
Charles Schwab Bank New York City, NY Jun 2014 - Jul 2017 3
Thistle Meadow Winery Laurel Spring, NC Sep 2012 - Jun 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Adam H. Barringer
Phone Number: 415-667-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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
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

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