Elizabeth Barrett, financial advisor Plantation FL

Elizabeth Barrett

CRD Number: 2826888
Current Firm: Sterling Wealth Advisors, Inc.

Elizabeth Barrett (CRD# 2826888) is an Investment Advisor Representative working at Sterling Wealth Advisors, Inc. in Plantation, FL and has over 23 years of experience in the finance industry. Elizabeth 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.

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Professional Designations
Company Name Location Dates Years
Sterling Wealth Advisors, Inc. Plantation, FL Dec 1996 - Current 24
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 1997
Contact Info for Elizabeth A. Barrett
By the Numbers
  • Total Assets Under Management
    96
    MILLIONS
  • Total Number of Accounts
    423
    ACCOUNTS
  • Average Account Value
    $227,865
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
  • Pension consulting services
  • Other
Types of Clients
Registered States

FL, TX

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