Barbara Esther Perrault

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → Present
  Raymond James Financial Services, Inc.
  Duluth, MN
• 06/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Duluth, MN
• 05/2009 → 01/2017
  Lake Superior Financial Services
  Duluth, MN

Other Businesses

(1)Name of Business: Ascential Wealth Advisors Address: 11 E Superior St Ste 500, Duluth, MN, 55802, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/17/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Client Service Mananger (2)Name of Business: N/A Address: 956 87th Ave W , Duluth, MN, 55808, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 01/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am responsible for rent collection, bill/cost payments, advertising and lease preparation and signing.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-06

Other Names

• Barbara Esther Bissell