David Barrell, financial advisor Georges Mills NH

David Barrell

CRD Number: 13336
Current Firm: Barrell Investment Group, Inc.

David Barrell (CRD# 13336) is an Investment Advisor Representative working at Barrell Investment Group, Inc. in Georges Mills, NH and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Barrell Investment Group, Inc. Quechee, VT Jun 2018 - Current 5
Ameriprise Financial Services, Inc. Enfield, CT Oct 2011 - Apr 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1986
S65 NASAA Investment Advisors Law Examination May 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David W. Barrell
Phone Number: (802) 295-2888
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    85
    MILLIONS
  • Total Number of Accounts
    558
    ACCOUNTS
  • Average Account Value
    $152,609
Compensation Options
  • A percentage of assets under your management
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

FL, MA, ME, NC, NH, TX, VT

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