Barker Wealth Management, LLC
Barker Wealth Management, LLC (CRD# 226768) is a financial advisory firm headquartered in Portland, OR. They manage $26,000,000 in 54 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts54ACCOUNTS
Average Account Value$481,481
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gregory Barker (CRD# 2784196) is an Investment Advisor Representative working at Barker Wealth Management, LLC in Portland, OR and has over 20 years of experience in the finance industry. Gregory Barker 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.