Evan
Barrett
Mutual Advisors, LLC
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About this Advisor
Evan Barrett is a financial advisor based in Calabasas, California, working with Mutual Advisors, LLC. Evan has previously held positions at Fortune Financial Services, Inc, Wealthsource Partners, LLC, Barrett Planning Group, Inc D/B/A Barrett Wealth & Insurance So, Barrett Planning Group, Inc D/B/A Barrett Wealth & Insurance S, Mutual Securities, Inc, Mutual Advisors, LLC, and Axa Advisors, LLC. Evan has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Evan is part of Mutual Advisors, LLC, which operates out of Calabasas, California. The firm has 75 offices and 255 employees. The firm manages assets totaling $6.9 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, selection of other advisers, and other services. The fee structure at Mutual Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$6,947,119,840
255
20,381
$340,863
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
- Other
Evan Barrett Work History
Mutual Securities, Inc
Mutual Advisors, LLC
Barrett Planning Group, Inc D/B/A Barrett Wealth & Insurance S
Wealthsource Partners, LLC
Fortune Financial Services, Inc
Fortune Financial Services, Inc
Wealthsource Partners, LLC
Barrett Planning Group, Inc D/B/A Barrett Wealth & Insurance So
Axa Advisors,LLC
Disclosures
Please visit the SEC profile of Evan Barrett 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 Mutual Advisors, LLC
Allendale, MI
Colorado Springs, CO
Chesterfield, MO
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Minneapolis, MN
Camarillo, CA
Vancouver, WA
Kingwood, TX
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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