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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $481,481
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Barker Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory S. Barker
CRD#: 2784196
111 Sw 5th Ave, Suite 3150, Portland, OR 97204
96
Wealthminder
score

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.

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