BP
BP

Barbara Perrault

18 Years of Experience
Duluth, MN
2 DisclosuresBroker

Barbara Perrault is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Duluth, MN, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

11 E. Superior Street, Suite 500/508, Duluth, MN, 55802

Get directions

History

Regulatory History (2)
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Criminal
December 1992
Final Disposition
Criminal
March 1988
Final Disposition
Other Business Activities

Barbara works as a Registered Client Service Manager at Ascential Wealth Advisors, dedicating about half of her time to this role. Barbara also manages rental real estate, spending a few hours per week on tasks such as rent collection and lease preparation.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2009 - Present · 16 yrs 11 mos
Raymond James Financial Services, INC.Broker
May 2009 - Present · 17 yrs
Previous Registrations
Citigroup Global Markets INC.Broker
October 2007 - May 2009 · 1 yr 7 mos
State Registrations1 state
MN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.