Mark Barrett, financial advisor Las Vegas NV
96 score

Mark Barrett

CRD Number: 1121473
Current Firm: The Wealth Consulting Group

Mark Barrett (CRD# 1121473) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 24 years of experience in the finance industry. Mark 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.

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Professional Designations
Company Name Location Dates Years
Wcg Wealth Advisors Chico, CA Jul 2016 - Current 1
The Wealth Consulting Group Chico, CA Jul 2016 - Current 1
Barrett Fncl Services Chico, CA May 2000 - Current 17
Lpl Financial LLC Chico, CA Jan 1990 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
Contact Info for Mark A. Barrett
Phone Number: (702) 263-1919
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,223
    MILLIONS
  • Total Number of Accounts
    5,791
    ACCOUNTS
  • Average Account Value
    $211,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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