BC
BC

Barry Shane Catlett

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
2,298 clients
Average Client Portfolio
$164K average
Assets Under Management
$376.9M

Fee Structure

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Location

6505 Lee Highway, Chattanooga, TN, 37421

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Barry is an agent for Cornerstone Insurance, owner of Catlett Wealth Management, and owner of Ramp Access, a company that builds handicap ramps. He spends about a quarter of his time on Ramp Access.

Employment History
Current Registrations
Mwa Financial Services, INC.
July 2018 - Present · 7 yrs 7 mos
Mwa Financial Services INC.Broker
April 2011 - Present · 14 yrs 10 mos
State Registrations4 states
FLGANCTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.