Evan BarrettCRD Number: 5480678
Current Firm: Axa Advisors, LLC
Evan Barrett (CRD# 5480678) is an Investment Advisor Representative working at Axa Advisors, LLC in Woodland Hills, CA and has over 9 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Axa Advisors, LLC||New York, NY||May 2008 - Current||8|
|Wolfgang Puck Catering||Los Angeles, CA||Jan 2007 - Apr 2008||1|
|Pipe Dreams Entertainment Forum||New York, NY||May 2000 - Sep 2007||7|
|Olivier Cheng Catering||New York, NY||Sep 2004 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- 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, 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, VI, VT, WA, WI, WV
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