Barrett PorterCRD Number: 4257687
Current Firm: Abacus Wealth Partners
Barrett Porter (CRD# 4257687) is an Investment Advisor Representative working at Abacus Wealth Partners in Pacific Palisades, CA and has over 20 years of experience in the finance industry. Barrett Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bridge Advisory LLC
Wedbush Securities Inc.
Virtue Capital Management, LLC
|Abacus Wealth Partners, LLC||Philadelphia, PA||Jul 2009 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2000|
|S66||NASAA Uniform Combined State Law Examination||May 2001|
Total Assets Under Management2,726MILLIONS
Total Number of Accounts5,704ACCOUNTS
Average Account Value$477,851
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OH, OR, PA, TX, UT, VA, WA
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