Evan BarrettCRD Number: 5480678
Current Firm: Wealthsource Partners, LLC
Evan Barrett (CRD# 5480678) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Woodland Hills, CA and has over 10 years of experience in the finance industry. Evan 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.
Fried Asset Management, Inc.
|Fortune Financial Services, Inc.||Woodland Hills, CA||Jan 2018 - Current||< 1|
|Wealthsource Partners, LLC||Woodland Hills, CA||Jan 2018 - Current||< 1|
|Barrett Planning Group, Inc. D/b/a Barrett Wealth & Insurance So||Woodland Hills, CA||Dec 2017 - Current||< 1|
|Axa Advisors,llc||Woodland Hills, CA||Apr 2008 - Jan 2018||9|
|Wolfgang Puck Catering||Los Angeles, CA||Jan 2007 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management657MILLIONS
Total Number of Accounts2,687ACCOUNTS
Average Account Value$244,582
- 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)
AZ, CA, CO, DE, FL, GA, HI, ID, IL, LA, MA, MI, MT, NE, NH, NJ, NM, NV, OK, OR, SC, TX, VA, WA, WI, WY
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