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Monica Barrera

THE Caprock Group, LLC

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About Monica Barrera

Monica Barrera is a financial advisor with The Caprock Group, LLC. Monica has been in the financial services industry for over 20 years. Monica is registered with the state of Illinois and holds Series 3, 6, 7, and 66 licenses. Monica provides wealth management and consulting services to individuals, families, and businesses. Monica also specializes in portfolio management for pooled investment vehicles.

Firm Information

Monica Barrera is currently registered with THE Caprock Group, LLC. THE Caprock Group, LLC is a wealth management and consulting firm based in Boise, ID. They provide financial planning, selection of other advisers, and portfolio management services to individuals, businesses, and charitable organizations. The firm manages approximately $9.36 billion in assets.
THE Caprock Group, LLC

800 WEST MAIN STREET

BOISE, ID 83702

$9.36B

Assets Under Management

386

Total Clients

39

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wealth management & consulting

Wealth management & consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Monica Barrera’s Registration & Firm History

IL

04/24/2024 - Present

THE Caprock Group, LLC (Chicagp IL)

IL

04/21/2011 - 06/20/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

IL

10/12/2006 - 03/23/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)

NY

08/17/2001 - 08/14/2006

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2003

Series 7 - General Securities Representative Examination

BC

Issued 08/16/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/03/1994

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Monica Barrera.
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