John Barrett, financial advisor Raleigh NC

John Barrett

CRD Number: 6823130
Current Firm: Bb&t Institutional Investment Advisers, Inc.

John Barrett (CRD# 6823130) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Raleigh, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Institutional Investment Advisers, Inc. Raleigh, SC Oct 2018 - Current 2
La-te-das Catering Charlotte, NC Aug 2017 - Sep 2018 1
The Vanguard Group, Inc. Charlotte, NC Jul 2017 - Sep 2018 1
Apex Chamber Of Commerce Apex, NC Dec 2016 - Jun 2017 < 1
Groucho's Deli Of Raleigh Raleigh, NC Dec 2014 - Jun 2017 2
Catering By Design Cary, NC Apr 2011 - Jun 2017 6
North Carolina State University Raleigh, NC Jul 2013 - May 2017 3
Apex High School Apex, NC Aug 2009 - May 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2017
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for John D. Barrett
Phone Number: 864-527-0600
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    8,972
    MILLIONS
  • Total Number of Accounts
    984
    ACCOUNTS
  • Average Account Value
    $9,117,628
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, DC, DE, FL, GA, IL, IN, KY, MD, NC, PA, SC, SD, TN, TX, VA, WV

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