Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Patrick Barron is a registered investment advisor with Charles Schwab & CO., Inc.. George Barron has been in the industry since January 16, 2003 and is currently registered with the firm in California and Texas. George Barron has also held previous positions with Stifel, Nicolaus & Company, Incorporated, A. G. Edwards & Sons, Inc., and E*TRADE SECURITIES LLC. George Barron is a registered principal and is qualified to provide investment advice. George Barron has passed multiple industry exams including the Series 7, Series 10, Series 9, Series 24, Series 4, Series 63, and Series 66. George Barron also holds several professional designations. George Barron has been with Charles Schwab & CO., Inc. since 2014. In addition to his financial services career, George Barron is also a rental property owner in Sacramento, California.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/02/2019 - Present
Charles Schwab & CO., Inc. (Sacramento CA)
CA
08/29/2007 - 03/12/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ROSEVILLE CA)
CA
02/14/2007 - 08/31/2007
A. G. EDWARDS & SONS, INC. (ROSEVILLE CA)
CA
07/22/2002 - 09/18/2006
E*TRADE SECURITIES LLC (RANCHO CORDOVA CA)
BOTH
Issued 08/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/03/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/07/2005
Series 4 - Registered Options Principal Examination
BC
Issued 06/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure George Barron is the right advisor for you? Invested Better is here to help.
