Warren Barrett, financial advisor El Cajon CA

Warren Barrett

CRD Number: 5952363
Current Firm: Global View Capital Management LLC

Warren Barrett (CRD# 5952363) is an Investment Advisor Representative working at Global View Capital Management LLC in El Cajon, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Global View Capital Advisors, LLC Waukesha, WI Jun 2022 - Current 1
Global View Capital Management, LLC Waukesha, WI Jun 2022 - Current 1
Barrett Financial Services, Inc. El Cajon, CA Jun 2021 - Current 2
Modern Market Technologies, Inc. Chula Vista, CA Jun 2020 - Current 3
C2 Financial Corporation San Diego, CA May 2016 - Current 7
Warren Barret Self Employed Mortgage Orginator San Diego, CA Jun 2000 - Current 23
Horter Investment Management, LLC Cincinnati, OH Jul 2011 - Aug 2022 11
High Tech Lending, Inc. Belair, MD Mar 2019 - Dec 2019 < 1
Brookstone Mortgage Corporation San Diego, CA Jan 2015 - Apr 2016 1
Tripoint Mortgage Group San Diego, CA Feb 2012 - Jan 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Warren D. Barrett
Phone Number: 262-650-1030
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    594
    MILLIONS
  • Total Number of Accounts
    6,508
    ACCOUNTS
  • Average Account Value
    $91,242
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI, WY

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