Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barrett? Claim Your ProfileBarrett Sean Porter is an investment advisor representative registered with Abacus Wealth Partners in California. Barrett has been in the industry since 2000 and has a Series 7, Series 24, Series 63 and Series 66 licenses. Barrett specializes in providing financial planning, portfolio management and consulting services to individuals, corporations and institutions. Barrett's previous experience includes roles at SII Investments, Inc., Pension Planners Securities, Inc., and Financial West Group.
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.
Consulting services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
12/03/2009 - Present
Abacus Wealth Partners (Santa Monica CA)
WI
01/07/2005 - 10/12/2005
SII INVESTMENTS, INC. (APPLETON WI)
CA
07/19/2004 - 12/17/2004
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
NV
10/03/2000 - 07/13/2004
FINANCIAL WEST GROUP (RENO NV)
BOTH
Issued 05/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Barrett Porter is the right advisor for you? Invested Better is here to help.
