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Mercedes Gabrielle Barker

EQUILIBRIA WEALTH MANAGEMENT, LLC·KATY, Texas
Clean recordEQUILIBRIA WEALTH MANAGEMENT, LLC
24285 KATY FREEWAY, KATY, TX 77494CRD# 5232805Firm CRD# 311785

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mercedes Gabrielle Barker · KATY, TX
Registration
CRD #5232805 · EQUILIBRIA WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mercedes Gabrielle Barker is a registered financial advisor based in KATY, Texas, affiliated with EQUILIBRIA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
EQUILIBRIA WEALTH MANAGEMENT, LLC
EQUILIBRIA WEALTH MANAGEMENT, LLC
AUM
$126M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at EQUILIBRIA WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5232805
Firm CRD# 311785
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mercedes Gabrielle Barker offer?
Mercedes Gabrielle Barker specializes in Investment Management. Contact their office in KATY, Texas for a consultation.
What are Mercedes Gabrielle Barker's credentials?
Mercedes Gabrielle Barker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mercedes Gabrielle Barker located?
Mercedes Gabrielle Barker is based in KATY, Texas, working with EQUILIBRIA WEALTH MANAGEMENT, LLC. Their office serves clients in the KATY metropolitan area and surrounding communities.
How does Mercedes Gabrielle Barker charge for services?
Mercedes Gabrielle Barker's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUILIBRIA WEALTH MANAGEMENT, LLC?
EQUILIBRIA WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John Michael Moore
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Gary Wayne Warren
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