CB
CB

Christopher Barrett

19 Years of Experience
Wilmington, NC
BrokerSells Insurance

Christopher Barrett is a registered investment advisor at Bankers Life Advisory Services, INC., based in Wilmington, NC, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.

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Location

1001 Military CTF Road Ste 202, Wilmington, NC, 28405

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is an insurance agent for Bankers Life and Casualty, focusing on non-variable insurance sales and service, dedicating about 10-20% of his time. He is also a member of Wrightsville Beach Cleaning LLC, handling payroll, management, and executive duties, spending a few hours per week.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
July 2016 - Present · 10 yrs
Bankers Life Securities, INC.Broker
May 2016 - Present · 10 yrs 2 mos
Previous Registrations
Investment Advisors
April 2015 - May 2016 · 1 yr 1 mo
Proequities, INC.Broker
June 2011 - May 2016 · 4 yrs 11 mos
Metlife Securities INC.Broker
August 2006 - June 2011 · 4 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
August 2006 - July 2007 · 11 mos
State Registrations7 states
FLHINCNYPASCVA
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.