HB
HB

Howard Farrant Barker

7 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEducation PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
512 clients
Average Client Portfolio
$634K average
Assets Under Management
$324.6M

Fee Structure

Minimum Investment:$2.5K
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Location

11440 W. Bernardo Ct, Suite 102, San Diego, CA, 92127

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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

Howard is a licensed independent insurance agent selling health and life insurance since 2018, dedicating about 10-20% of his time to this activity. He also serves as co-trustee of a trust, president of Cogent Insights Advertising, LLC, and vice president/treasurer of Southern Belle, LLC, spending minimal time on each and receiving no compensation.

Employment History
Current Registrations
Invicta Financial Group
July 2018 - Present · 7 yrs 7 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.