James Barrette (CRD# 2108696) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 32 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Greenwood Village, CO | Jul 2021 - Current | 2 |
Nylife Securities LLC | Denver, CO | May 2020 - Jun 2021 | 1 |
New York Life Insurance Co | Denver, CO | Mar 2020 - Jun 2021 | 1 |
Mml Investors Services LLC | Greenwood Village, CO | Nov 2019 - Mar 2020 | < 1 |
Mass Mutual Life Insurance Co | Greenwood Village, CO | Oct 2019 - Mar 2020 | < 1 |
Centennial State Financial | Greenwood Village, CO | Oct 2019 - Mar 2020 | < 1 |
Guardian Life Insurance Company | Greenwood Village, CO | Nov 2018 - Oct 2019 | < 1 |
Park Avenue Securities | Greenwood Village, CO | Nov 2018 - Oct 2019 | < 1 |
Wealth Strategies Group | Greenwood Village, CO | Nov 2018 - Oct 2019 | < 1 |
Legacy Financial Group | Athelstane, WI | Feb 2018 - Nov 2018 | < 1 |
National Life Group | Castle Rock, CO | Jan 2018 - Nov 2018 | < 1 |
Equity Services, Inc. | Montpelier, VT | Jan 2018 - Nov 2018 | < 1 |
Valic Financial Advisors, Inc. | Lakewood, CO | Sep 2017 - Dec 2017 | < 1 |
Unemployed | Littleton, CO | May 2017 - Sep 2017 | < 1 |
Waddell & Reed, Inc. | Denver, CO | Jul 2013 - May 2017 | 3 |
Various Insurance Carriers For W&r Insurance Agencies | Littleton, CO | Jul 2013 - May 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1991 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2001 |
- CO
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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