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James Theodore Barker

BARKER FINANCIAL GROUP, INC.·TOPSFIELD, Massachusetts
Unclaimed Profile
10 SOUTH MAIN STREET, TOPSFIELD, MA 01983CRD# 1622909Firm CRD# 116817
01

About

James Theodore Barker is a registered financial advisor based in TOPSFIELD, Massachusetts, affiliated with BARKER FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BARKER FINANCIAL GROUP, INC.
BARKER FINANCIAL GROUP, INC.
AUM
$209M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BARKER FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1622909
Firm CRD# 116817
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Theodore Barker offer?
James Theodore Barker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TOPSFIELD, Massachusetts for a consultation.
What are James Theodore Barker's credentials?
James Theodore Barker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Theodore Barker located?
James Theodore Barker is based in TOPSFIELD, Massachusetts, working with BARKER FINANCIAL GROUP, INC.. Their office serves clients in the TOPSFIELD metropolitan area and surrounding communities.
How does James Theodore Barker charge for services?
James Theodore Barker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARKER FINANCIAL GROUP, INC.?
BARKER FINANCIAL GROUP, INC. has approximately 3 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TOPSFIELD
Paul David Fortin — HARBOR ISLAND CAPITAL LLCDavid Edward Bunker — ESSEX FINANCIAL ADVISORS, INC.Brian Andrew Woodland — ESSEX PRIVATE WEALTH MANAGEMENT, LLCPeter Earl Mulholland — ESSEX PRIVATE WEALTH MANAGEMENT, LLCShawn Michael Mccarthy — LITTLE HOUSE CAPITAL, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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