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Reshelle Lorraine Barrett

Bill FEW Associates, Inc.

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About Reshelle Lorraine Barrett

Reshelle Lorraine Barrett is a financial advisor with Bill FEW Associates, Inc. She is registered with the state of Pennsylvania to provide investment advice. Reshelle has been in the financial services industry since 1993. She has experience working with individuals, families, and small businesses. Reshelle is also a Certified Financial Planner.

Firm Information

Reshelle Barrett is currently registered with Bill FEW Associates, Inc.. Bill FEW Associates, Inc. is an investment advisory firm headquartered in Pittsburgh, Pennsylvania. With a team of 24 investment advisor representatives, they manage over $2 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, charitable organizations, pension plans, and corporations. Their services encompass financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. The firm participates in wrap fee programs and is registered with the SEC.
Bill FEW Associates, Inc.

107 MT. NEBO POINTE

PITTSBURGH, PA 15237

$2.13B

Assets Under Management

11

Total Clients

26

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Reshelle Barrett’s Registration & Firm History

PA

06/24/2014 - Present

Bill FEW Associates, Inc. (PITTSBURGH PA)

PA

09/02/1997 - 12/13/2021

BILL FEW SECURITIES, INC. (PITTSBURGH PA)

CA

07/21/1993 - 09/03/1997

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 05/02/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Reshelle Lorraine Barrett.
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