Brad Barrett, financial advisor Westlake Village CA
93 score

Brad Barrett

CRD Number: 5360288
Current Firm: One Capital Management, LLC

Brad Barrett (CRD# 5360288) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
One Capital Management, LLC Westlake Village, CA Dec 2011 - Current 5
Securities America, Inc. Calabasas, CA Sep 2008 - Nov 2011 3
Bse & Associates, Inc. Dba American Financial Network Calabasas, CA Jun 2007 - Nov 2011 4
Arizona State Univ Phoenix, AZ Aug 2005 - May 2009 3
Arizona State Univ Sales Dept. Tempe, AZ Oct 2006 - May 2007 < 1
Washington Mutual Westlake Village, CA Jul 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Brad M. Barrett
Phone Number: 805.409.8150
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    921
    MILLIONS
  • Total Number of Accounts
    1,757
    ACCOUNTS
  • Average Account Value
    $524,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, KS, NH, NY, OH, OR, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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