Beau Barrett is a CFP-designated registered investment advisor, based in Indianapolis, IN, with 26 years of industry experience.
Location
250 West 96th Street, Suite 300, Indianapolis, IN, 46260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Beau is the Secretary and a Board Member of CG Hardwood Club, a fundraising organization for Center Grove Boys Basketball program, since 2016. He spends minimal time on this activity, documenting minutes/notes during board meetings.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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