Katrina BarrettCRD Number: 5297739
Current Firm: Geneos Wealth Management, Inc.
Katrina Barrett (CRD# 5297739) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Scottsdale, AZ and has over 9 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Geneos Wealth Management Inc.||Scottsdale, AZ||Jul 2009 - Current||7|
|Lazarus Group||Scottsdale, AZ||Jul 2009 - Current||7|
|Tribeca||Mesa, AZ||Feb 2009 - Jul 2009||< 1|
|Self Employed||Tucson, AZ||Jul 2008 - Jul 2009||1|
|First Investors Corp||Phoenix, AZ||Feb 2007 - Jul 2009||2|
|Lawyers Properties||Tucson, AZ||Jun 2006 - Jul 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management2,024MILLIONS
Total Number of Accounts10,968ACCOUNTS
Average Account Value$184,545
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV