Barron SchmittCRD Number: 4529507
Current Firm: Captrust
Barron Schmitt (CRD# 4529507) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 15 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Captrust||Raleigh, NC||Apr 2015 - Current||2|
|Capfinancial Partners, LLC||Raleigh, NC||Jan 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2003|
|S65||NASAA Investment Advisors Law Examination||May 2002|
Total Assets Under Management173,567MILLIONS
Total Number of Accounts3,747ACCOUNTS
Average Account Value$46,321,716
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV