Douglas
Huddleston

Barker Financial Group, Inc

CRD#5725521
Investment Advisor
in Topsfield, MA

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About this Advisor

Douglas Huddleston is a certified financial planner based out of Topsfield, Massachusetts with a total of 14 years of industry experience. Huddleston currently works for Barker Financial Group, Inc. They have spent all of their employment at Barker Financial Group, Inc. Huddleston holds a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Florida, Massachusetts and Vermont. Barker Financial Group, Inc is a business that has its headquarters in Topsfield, MA. The firm has just three advisors. It controls $188 million in total assets between its 595 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 595 accounts, 39% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees largely depend on which services the firm provides the client. Fee types charged by Barker Financial Group, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 years

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

$187,742,247

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

$315,533

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

Douglas Huddleston Work History

Douglas has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Barker Financial Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Douglas Huddleston 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 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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