BB

Brent Barrett Blair

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

Alpharetta, GA

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brent is the DBA/Founder/Wealth Advisor for Barrett Capital Advisory, an insurance agent for Pinnacle Insurance selling life, health, and variable products, and works for RFG Advisory LLC. He also serves as a board member for Smart Eye Technology, Inc., dedicating minimal time to this role.

Employment History
Current Registrations
Rfg Advisory, LLC
August 2022 - Present · 3 yrs 5 mos
Private Client Services, LLC Broker
August 2022 - Present · 3 yrs 5 mos
Previous Registrations
MML Investors Services, LLC
May 2010 - August 2022 · 12 yrs 3 mos
MML Investors Services, LLC Broker
May 2010 - August 2022 · 12 yrs 3 mos
Edward Jones
March 2010 - March 2010 · 0 mos
Edward Jones Broker
December 2009 - March 2010 · 3 mos
State Registrations8 states
ALCACOFLGATNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.