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John Drexel Barrett is an investment advisor representative with Sterling Capital Management LLC located in Charlotte, NC. John has over 5 years of experience in the financial industry and holds the Series 63, Series 65, and Series 7 licenses. John has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities. John's previous employer was Vanguard Marketing Corporation, where John was registered as a Broker-Dealer.
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.
Strategic management for diversified investment portfolios.
Wrap & model programs
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.
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2
NC
08/24/2022 - Present
Sterling Capital Management LLC (Charlotte NC)
NC
08/07/2017 - 10/11/2018
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 07/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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