Evan Barrett is a CFP, ChFC-designated registered investment advisor, based in Calabasas, CA, with 18 years of industry experience.
Location
4500 Park Grenada Blvd., Ste. 202, Calabasas, CA, 91302
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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 ActivitiesSells Insurance
Evan is the owner and agent at Barrett Wealth & Insurance Solutions, selling life, health, long-term care, and disability insurance, dedicating a few hours per week to this. He also works as an actor/performer and is a board member for a softball league, spending minimal time on each of these activities.
Employment History
Current Registrations
Mutual Advisors, LLC
Mutual Securities, INC.
Mutual Securities, INC.Broker
Previous Registrations
Wealthsource® Partners, LLC
Fortune Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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