John BarrettCRD 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.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management8,972MILLIONS
Total Number of Accounts984ACCOUNTS
Average Account Value$9,117,628
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, DC, DE, FL, GA, IL, IN, KY, MD, NC, PA, SC, SD, TN, TX, VA, WV
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