Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barrick? Claim Your ProfileBarrick Smart is a registered investment advisor representative with Smart Investments Advisory Inc., which is located in Redlands, CA. Barrick has been in the industry since 1976. Smart Investments Advisory Inc. is a firm that manages approximately $75 million in assets for 200 clients, primarily individuals. The firm offers portfolio management services for individuals and businesses. Barrick can also assist clients with selecting other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/02/2025 - Present
Smart Investments Advisory Inc. (REDLANDS CA)
CA
12/05/2006 - 06/03/2020
WBB SECURITIES, LLC (REDLANDS CA)
CA
12/14/2000 - 12/06/2006
THE SEIDLER COMPANIES INCORPORATED (REDLANDS CA)
CA
02/12/2001 - 12/10/2003
HAGERTY STEWART & ASSOCIATES LLC (SAN DIEGO CA)
CA
10/18/1994 - 01/02/2001
HAGERTY, STEWART & ASSOCIATES, INC. (SAN DIEGO CA)
NA
08/17/1982 - 10/17/1994
GREAT AMERICAN SECURITIES INC.
NA
11/01/1976 - 07/29/1982
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/17/1997
Series 4 - Registered Options Principal Examination
BC
Issued 05/16/1995
Series 30 - NFA Branch Manager Examination
BC
Issued 06/07/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/27/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/24/1991
Series 24 - General Securities Principal Examination
BC
Issued 11/15/1980
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1992
Series 3 - National Commodity Futures Examination
BC
Issued 10/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 10/16/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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