Patrick Barrett (CRD# 3157009) is an Investment Advisor Representative working at Barrett Capital Partners in Weymouth, MA and has over 25 years of experience in the finance industry. Patrick Barrett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barrett Capital Partners | Weymouth, MA | Jun 2021 - Current | 2 |
| Patrick J Barrett Cpa P.c. | Weymouth, MA | Jan 1987 - Current | 37 |
| Trust Advisory Group | Weymouth, MA | Feb 2017 - Aug 2021 | 4 |
| Advisory Group Equity Services | Weymouth, MA | Feb 2017 - Aug 2021 | 4 |
| Source Capital Group | Westport, CT | Jun 2012 - Feb 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
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.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management20MILLIONS
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Total Number of Accounts166ACCOUNTS
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Average Account Value$122,312
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MA
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