Adam Barringer, financial advisor Lone Tree CO
93 score

Adam Barringer

CRD Number: 6093686
Current Firm: Schwab Private Client Investment Advisory, Inc.

Adam Barringer (CRD# 6093686) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 5 years of experience in the finance industry.

Similar Advisors
Mark Ballenger II, financial advisor Lone Tree CO
Mark A. Ballenger II
CRD# 2810252
Ewealth Consulting, LLC
Score
104
Similar Advisors
Dave Anthony, CFP®, RMA®, financial advisor Lone Tree CO
Dave Anthony, CFP®, RMA®
CRD# 3068955
Anthony Capital, LLC
Score
103
Similar Advisors
Sean Cooper, financial advisor Lone Tree CO
Sean S. Cooper
CRD# 5176131
Fit Financial Consulting LLC
Score
103
Company Name Location Dates Years
Schw Private Client Invest Adv Lone Tree, CO Jul 2017 - Current < 1
Charles Schwab & Company, Inc. Lone Tree, CO Jun 2014 - Current 3
Charles Schwab Bank New York City, NY Jun 2014 - Jul 2017 3
Thistle Meadow Winery Laurel Spring, NC Sep 2012 - Jun 2014 1
The Vanguard Group, Inc. Charlotte, NC Jul 2012 - Mar 2014 1
Wells Fargo Bank Cornelius, NC Dec 2011 - Apr 2012 < 1
Wells Fargo Bank West Columbia, SC Jun 2011 - Dec 2011 < 1
Unemployed Columbia, SC Jan 2010 - Jun 2011 1
University Of South Carolina Columbia, SC Aug 2006 - Dec 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Adam H. Barringer
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    74,447
    MILLIONS
  • Total Number of Accounts
    158,678
    ACCOUNTS
  • Average Account Value
    $469,169
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Adam Barringer and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.