Kathleen
Barrett
Silver Oak Securities, Inc
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About this Advisor
Kathleen Barrett is a financial advisor based in Chandler, Arizona, working with Silver Oak Securities, Inc. Kathleen has previously held positions at Meredith Dekker Financial Services, Barrett Bookkeeping & Tax LLC, Intuit, Sanjay Jawa Cpa Pc, Edupoint Educational Systems, Steven P Margulin Cpa Pc, Jalapeno Corporation/Petroyates, and Meredith Dekker Financial Services, LLC. Kathleen has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Kathleen is part of Silver Oak Securities, Inc, which operates out of Chandler, Arizona. The firm has 76 offices and 105 employees. The firm manages assets totaling $1.5 billion 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, pension consulting services, and selection of other advisers. The fee structure at Silver Oak Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Silver Oak Securities, Inc Brokerage Details
$1,463,326,334
105
10,311
$141,919
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kathleen Barrett Work History
Meredith Dekker Financial Services, LLC
Meredith Dekker Financial Services
Barrett Bookkeeping & Tax LLC
Intuit
Sanjay Jawa Cpa Pc
Meredith Dekker Financial Services
Edupoint Educational Systems
Steven P Margulin Cpa Pc
Jalapeno Corporation/Petroyates
Disclosures
Please visit the SEC profile of Kathleen Barrett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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