linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Vincent Jonathan Barrett

Acorn Financial Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Vincent? Claim Your Profile

About Vincent Jonathan Barrett

Vincent Jonathan Barrett is a Certified Financial Planner™ with over 10 years of experience in the financial services industry. Vincent Jonathan Barrett is currently registered with Acorn Financial Advisory Services, Inc. in Maryland. His specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, and Educational Seminars. Vincent Jonathan Barrett has also obtained the Series 65 license. Vincent Jonathan Barrett is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Vincent Barrett is currently registered with Acorn Financial Advisory Services, Inc.. Acorn Financial Advisory Services, Inc. is a registered investment advisor located in RESTON, VA, with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit sharing plans. They also offer educational seminars and select other advisors for their clients.
Acorn Financial Advisory Services, Inc.

1875 CAMPUS COMMONS DRIVE

RESTON, VA 20191

$1.11B

Assets Under Management

Not reported

Total Clients

16

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

subadvisory portfolio management services other registered investment advisers

Subadvisory portfolio management services other registered investment advisers

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.

check

fixed fees

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

check

percentage of assets

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

check

other

A percentage of assets managed via a subadvisory arrangement

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Vincent Barrett’s Registration & Firm History

MD

01/11/2023 - Present

Acorn Financial Advisory Services, Inc. (Bethesda MD)

Not sure if Vincent Jonathan Barrett is right for you?

Licenses & Designations

IA

Issued 04/30/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vincent Jonathan Barrett.
Not sure if Vincent Jonathan Barrett is right for you?