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Gregory Scott Barker

BARKER WEALTH MANAGEMENT, LLC·CAMAS, Washington
SIE, Series 7, Series 63, Series 65Clean record24 years registeredBARKER WEALTH MANAGEMENT, LLC
2005 SE192ND AVENUE, CAMAS, WA 98607CRD# 2784196Firm CRD# 226768

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Scott Barker · CAMAS, WA
Registration
CRD #2784196 · BARKER WEALTH MANAGEMENT, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

BARKER WEALTH MANAGEMENT, LLC
Jul 2015 – present
CLARK NUBER P.S.
Nov 2016 – Nov 2024
CAMAS, WA
ETESIAN WEALTH ADVISORS, INC.
Nov 2014 – Jun 2015
LAKE OSWEGO, OR
MOSS ADAMS WEALTH ADVISORS LLC
Jan 2014 – Nov 2014
PORTLAND, OR
PK FINANCIAL STRATEGIES, LLC
May 2011 – Apr 2012
PHOENIX, AZ
1ST GLOBAL ADVISORS INC
Feb 2002 – May 2012
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · February 7, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARKER WEALTH MANAGEMENT, LLC
CRD 226768 · SEC 801-120753
AUM
$160M
Regulatory assets under management
Employees
2
219 client accounts
Services offered by BARKER WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BARKER WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Gregory Scott Barker offer?
Gregory Scott Barker specializes in Financial Planning, Investment Management. Contact their office in CAMAS, Washington for a consultation.
What are Gregory Scott Barker's credentials?
Gregory Scott Barker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Scott Barker located?
Gregory Scott Barker is based in CAMAS, Washington, working with BARKER WEALTH MANAGEMENT, LLC. Their office serves clients in the CAMAS metropolitan area and surrounding communities.
How does Gregory Scott Barker charge for services?
Gregory Scott 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 BARKER WEALTH MANAGEMENT, LLC?
BARKER WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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