Christopher Barrett (CRD# 5191257) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Wilmington, NC and has over 17 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 6387868
Capitol Securities Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Advisory Services | Wilmington, NC | Jul 2016 - Current | 7 |
| Bankers Life Securities, Inc. | Wilmington, NC | May 2016 - Current | 8 |
| Bankers Life & Casualty | Wilmington, NC | Jun 2011 - Current | 12 |
| Proequities, Inc. | Wilmington, NC | Jun 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- NC
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Total Assets Under Management1,486MILLIONS
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Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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