Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Briton? Claim Your ProfileBriton Barrett is a financial advisor with LPL Financial LLC. Briton has been working in the financial services industry since 2008. Briton is registered with the state of North Carolina, South Carolina, and Texas. Briton has worked for several firms in the past including Truist Investment Services, Inc., BB&T Securities, LLC, and BB&T Investment Services, Inc. Briton holds several professional licenses, including Series 4, 7, 9, 10, 24, 63, 66, and 99. Briton is also registered with the state of North Carolina, South Carolina, and Texas.
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 and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
05/05/2023 - Present
LPL Financial LLC (CHARLESTON SC)
SC
02/17/2021 - 04/21/2023
TRUIST INVESTMENT SERVICES, INC. (SUMMERVILLE SC)
VA
09/16/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
05/18/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLESTON SC)
SC
03/26/2008 - 05/21/2015
SCOTTRADE, INC. (MT.PLEASANT SC)
BOTH
Issued 03/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2019
Series 4 - Registered Options Principal Examination
BC
Issued 07/03/2015
Series 24 - General Securities Principal Examination
BC
Issued 09/08/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/14/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/05/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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