Janet Barrett (CRD# 4614111) is an Investment Advisor Representative working at Cwm, LLC in Doylestown, PA and has over 15 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Barrett Investments LLC | Horsham, PA | Oct 2023 - Current | < 1 |
Cetera Advisor Networks | El Segundo, CA | Dec 2018 - Current | 5 |
Strategic Wealth Partners | Doylestown, PA | Nov 2018 - Current | 5 |
Cwm, Llc Dba Carson Group Partners | Omaha, NE | Oct 2018 - Current | 5 |
Various Insurance Carriers For W & R Insurance Agencies | Horsham, PA | Jun 2008 - Dec 2018 | 10 |
Waddell & Reed, Inc. | Collegeville, PA | Mar 2008 - Dec 2018 | 10 |
Janet Barrett | North Wildwood, NJ | Jul 2011 - Jul 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2008 |
S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
- PA
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Total Assets Under Management19,944MILLIONS
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Total Number of Accounts96,956ACCOUNTS
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Average Account Value$205,697
- A percentage of assets under your management
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