Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barrett? Claim Your ProfileBarrett Andrew Smith is a registered representative associated with Charles Schwab & CO., INC. in Westlake, Texas. Barrett Andrew Smith is also registered as an Investment Advisor Representative in Texas. Barrett Andrew Smith has passed the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination. Barrett Andrew Smith has experience in the financial industry. Prior to joining Charles Schwab & CO., INC., Barrett Andrew Smith has held positions at Dallas Texas Consultants, TZ Insurance, The Alliance, Allied Universal, Guitar Center and TD Ameritrade.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
10/16/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
Active
Inactive
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