1. Wealthminder
  2. Coral Gables, FL
Bashar Baraz, financial advisor Coral Gables FL

Bashar Baraz

CRD Number: 6728029
Current Firm: Mml Investors Services, LLC

Bashar Baraz (CRD# 6728029) is an Investment Advisor Representative working at Mml Investors Services, LLC in Coral Gables, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services LLC Coral Gables, FL Jun 2019 - Current 4
Massmutual Life Insurance Company Coral Gables, FL May 2019 - Current 4
Securian Financial Services Inc. St Paul, MN Sep 2018 - May 2019 < 1
Minnesota Life Insurance Co St Paul, MN Sep 2018 - May 2019 < 1
Capital Financial Strategies Jacksonville, FL Sep 2018 - May 2019 < 1
Camarda Wealth Advisory Group Fleming Island, FL Oct 2017 - Aug 2018 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Nov 2016 - Oct 2017 < 1
Bank Of America, N.a. Jacksonville, FL Nov 2016 - Oct 2017 < 1
Rogero&williams Roofing And Construction Jacksonville, FL Aug 2016 - Oct 2017 1
Adpen Laboratories Jacksonville, FL May 2016 - Nov 2016 < 1
University Of North Florida Jacksonville, FL Aug 2014 - Jun 2016 1
University Of North Florida Jacksonville, FL Aug 2013 - Apr 2016 2
The Melting Pot Jacksonville, FL Jan 2015 - Aug 2015 < 1
Express Clothing Jacksonville, FL May 2013 - Mar 2015 1
Olive Garden Jacksonville, FL Dec 2013 - Jan 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
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.

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Contact Info for Bashar K. Baraz
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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