Catherine Barron, financial advisor Salt Lake City UT

Catherine Barron

CRD Number: 4347941
Current Firm: Albion Financial Group

Catherine Barron (CRD# 4347941) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Albion Financial Group Salt Lake City, UT Jul 1998 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Catherine T. Barron
Phone Number: 801-487-3700
Registered State(s):
  • ID
  • UT
By the Numbers
  • Total Assets Under Management
    1,409
    MILLIONS
  • Total Number of Accounts
    2,285
    ACCOUNTS
  • Average Account Value
    $616,677
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, FL, HI, ID, LA, MN, MT, NH, NV, NY, OR, PA, TX, UT, VA, VT, WA, WY

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