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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barrett? Claim Your ProfileBarrett Norris is a financial advisor who has been in the industry since 2004. He is registered with Cetera Investment Advisers LLC, a firm that provides financial services. Barrett has experience working with a variety of clients, including high-net-worth individuals, corporations, pension plans and charitable organizations. Barrett holds Series 7, 24 and 66 licenses and has a SIE designation. He has been registered with Cetera Investment Advisers LLC since 2023. He also operates a DBA called Commonwealth Capital Management, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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KY
06/29/2023 - Present
Cetera Investment Advisers LLC (LOUISVILLE KY)
KY
03/25/2004 - 09/03/2013
WALNUT STREET SECURITIES, INC. (LOUISVILLE KY)
BOTH
Issued 05/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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