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William Francis Barrett

Folger Nolan Fleming Douglas Inc.

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About William Francis Barrett

William Francis Barrett is a financial advisor registered with Folger Nolan Fleming Douglas Inc. William has been in the financial services industry since 1979. William is licensed to provide securities advice in 15 states. William is also registered with FINRA. William is a Series 7 and Series 63 licensed professional with the SIE designation. Before joining Folger Nolan Fleming Douglas Inc. William worked at JOHNSTON, LEMON & CO. INCORPORATED and BELLAMAH, NEUHAUSER & BARRETT, INC..

Firm Information

William Barrett is currently registered with Folger Nolan Fleming Douglas Inc.. Folger Nolan Fleming Douglas Inc. is a corporation registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Formed in 1931, the firm provides portfolio management services for individuals, businesses, and investment clubs. They also recommend wrap fee management programs from other registered investment advisors. With over 100 employees, the firm manages over $1 billion in assets for over 697 clients.
Folger Nolan Fleming Douglas Inc.

725 15TH STREET NW

WASHINGTON, DC 20005-2109

$1.02B

Assets Under Management

700

Total Clients

34

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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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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recommend wrap fee management programs of other registered investment advisers

Recommend wrap fee management programs of 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.

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percentage of assets

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

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William Barrett’s Registration & Firm History

DC

10/31/2014 - Present

Folger Nolan Fleming Douglas Inc. (WASHINGTON DC)

DC

02/03/1989 - 10/31/2014

JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)

FL

10/29/1979 - 08/14/1991

BELLAMAH, NEUHAUSER & BARRETT, INC. (BOCA RATON FL)

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Licenses & Designations

BC

Issued 11/21/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for William Francis Barrett. Review regulatory record here.
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