John
Barbrick
Executive Wealth Management, LLC
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About this Advisor
John Barbrick is a financial advisor based in Brighton, Michigan, working with Executive Wealth Management, LLC. John has previously held positions at Invest Financial Corp, Executive Wealth Management, and Private Client Services LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Colorado, Florida, Indiana, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, and Washington. Currently, John is part of Executive Wealth Management, LLC, which operates out of Brighton, Michigan. The firm has 10 offices and 60 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Executive Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Executive Wealth Management, LLC Brokerage Details
$1,438,725,950
60
7,577
$189,881
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
John Barbrick Work History
Executive Wealth Management
Private Client Services LLC
Invest Financial Corp
Disclosures
Please visit the SEC profile of John Barbrick 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 Executive Wealth Management, LLC
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
Northville, MI
Brighton, MI
Brighton, MI
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