Evan Crook Barrett
Investment adviser representative at Mutual Advisors, LLC
18 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$9.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Mutual Advisors, LLC.Jan 2020 to now
- Mutual Securities, Inc.Jan 2020 to now
- Barrett Planning Group, Inc. d/b/a Barrett Wealth & Insurance SNov 2019 to now
- Fortune Financial Services, Inc.Jan 2018 to Jan 2020
- Wealthsource Partners, LLCJan 2018 to Jan 2020
- Barrett Planning Group, Inc. d/b/a Barrett Wealth & Insurance SoDec 2017 to Nov 2019
- AXA Advisors,LLCApr 2008 to Jan 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5480678
- Firm CRD
- 167658