Reshelle Barrett, financial advisor Pittsburgh PA

Reshelle Barrett

CRD Number: 2225985
Current Firm: Bill Few Associates, Inc.

Reshelle Barrett (CRD# 2225985) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 30 years of experience in the finance industry. Reshelle Barrett 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.

Similar Advisors
James Greno, financial advisor Pittsburgh PA
James R. Greno
CRD# 3221992
Cetera Investment Advisers LLC
Similar Advisors
Patrick Aaron, financial advisor Pittsburgh PA
Patrick E. Aaron
CRD# 5335512
Lpl Financial LLC
Similar Advisors
Marybeth Abbiatici, financial advisor Pittsburgh PA
Marybeth Abbiatici
CRD# 1498908
Robert W. Baird & Company Incorporated
Professional Designations
Company Name Location Dates Years
Bill Few Associates, Inc. Pittsburgh, PA Jun 1993 - Current 30
Bill Few Securities Pittsburgh, PA Sep 1997 - Dec 2021 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Reshelle L. Barrett
Phone Number: 412 630-6000
Firm Website: https://www.billfew.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,776
    MILLIONS
  • Total Number of Accounts
    6,952
    ACCOUNTS
  • Average Account Value
    $255,530
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Reshelle Barrett and other advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.