Briton Barrett

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2015 → 01/2017
  Bbtis
  Charleston, SC
• 09/2016 → 01/2017
  Bb&T Securities
  Richmon, VA
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Charleston, SC
• 02/2021 → 02/2022
  Truist Investment Services, Inc.
  Mt. Pleasant, SC
• 02/2021 → 02/2022
  Truist Advisory Services, Inc.
  Mt. Pleasant, SC
• 02/2022 → 04/2023
  Truist Investment Services, Inc.
  Mt. Pleasant, SC
• 04/2023 → Present
  Lpl Financial Llc
  Fort Mill, SC
• 02/2022 → 04/2023
  Truist Advisory Services, Inc.
  Mt. Pleasant, SC
• 01/2017 → 02/2021
  Bb&T Securities, Llc
  Mt. Pleasant, SC

Previous Registrations

• 2021-02-17 → 2023-04-21
  Truist Advisory Services, Inc.
  Atlanta, GA
  Mount Pleasant, SC
• 2019-03-04 → 2021-02-17
  Bb&T Securities, Llc
  Charleston, SC
  Richmond, VA
  Mt. Pleasant, SC
  Richmond, VA
  Charlotte, NC
  Charleston, SC
  Richmond, VA

Exams

• S66 Uniform Combined State Law Examination
  2019-03-01
• S63 Uniform Securities Agent State Law Examination
  2008-04-10

Other Names

• Briton A Barrett
• Briton Alan Barrett