Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barrett? Claim Your ProfileBarrett Lund Ethington is a financial advisor at Eagle Strategies LLC, where Barrett has been working since June 2019. Barrett has been in the financial industry since October 2013. Barrett is registered as a registered representative in 15 states, including Arizona, California, Colorado, Florida, Georgia, Idaho, Nevada, New Mexico, Tennessee, Texas, Utah, Washington and Wyoming. Barrett also holds Series 6, 7, 26, 63 and 66 licenses and has experience providing financial advice to high-net-worth individuals, corporations and other businesses. Barrett is also experienced in portfolio management and has been involved in providing financial planning services and educational seminars to clients.
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.
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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2
UT
06/03/2019 - Present
Eagle Strategies LLC (SOUTH JORDAN UT)
BOTH
Issued 05/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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