Unclaimed Profile

Michele Ann Perry-Barnhill

THE ADVOCATE GROUP, LLC·MINNETONKA, Minnesota

SIE, Series 7, Series 63Clean record12 years registeredTHE ADVOCATE GROUP, LLC

601 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 4505928Firm CRD# 155270

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michele Ann Perry-Barnhill · MINNETONKA, MN

Registration

CRD #4505928 · THE ADVOCATE GROUP, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE ADVOCATE GROUP, LLC

LPL FINANCIAL LLC

Jan 2014 – Feb 2014

MINNETONKA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 21, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE ADVOCATE GROUP, LLC

CRD 155270 · SEC 801-72157

AUM

$636M

Regulatory assets under management

Employees

947 client accounts

Services offered by THE ADVOCATE GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE ADVOCATE GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Michele Ann Perry-Barnhill offer?

Michele Ann Perry-Barnhill specializes in Financial Planning, Investment Management.

What are Michele Ann Perry-Barnhill's credentials?

Michele Ann Perry-Barnhill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michele Ann Perry-Barnhill located?

Michele Ann Perry-Barnhill is based in MINNETONKA, Minnesota, last registered with THE ADVOCATE GROUP, LLC.

How does Michele Ann Perry-Barnhill charge for services?

Michele Ann Perry-Barnhill's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE ADVOCATE GROUP, LLC?

THE ADVOCATE GROUP, LLC has approximately 17 employees and manages $636M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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