James
Barker

Barker Financial Group, Inc

CRD#1622909
Investment Advisor
in Topsfield, MA

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About this Advisor

James Barker is a financial advisor based in Topsfield, Massachusetts, working with Barker Financial Group, Inc. James has previously held a position at Barker Financial Group. James has passed the Series 63 regulatory exam and is registered to provide services in Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, and Vermont. Currently, James is part of Barker Financial Group, Inc, which operates out of Topsfield, Massachusetts. The firm has 1 office and 3 employees. The firm manages assets totaling $209.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Barker Financial Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10 South Main Street Suite 104
Topsfield, MA 01983

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Barker Financial Group, Inc Brokerage Details

Total Assets Under Management

$209,388,842

MA Average: $16,012,751,954
Total Number of Employees

3

MA Average: 118
Total Number of Accounts

595

MA Average: 4,567
Average Account Size

$351,914

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

James Barker Work History

1998 - Present (26 years)

Barker Financial Group

Disclosures

Please visit the SEC profile of James Barker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Barker Financial Group, Inc

Douglas Huddleston
Topsfield, MA
Mary Ellen Deroche
Braintree, MA
James Barker
Topsfield, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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