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professional profile

Vincent Jonathan Barrett, CFP

AgentIAR Bethesda, MD CRD 6466393 Last verified October 2026

Overview

Vincent Jonathan Barrett is an insurance agent and an investment adviser representative based in Bethesda, MD, with 13 years in the industry.

Years in the industry
13
States licensed
3
States registered
1
Carrier appointments
10

Contact

1 business email and 2 phone numbers on file

Registrations and licenses

  • Licensed in 3 states
  • Registered in 1 state
  • Producer
  • Series 65

3 lines of authority, with every state and its dates

Firms

Employment history since 2015

Carriers

10 active carrier appointments

Book and practice

Firm assets under management on file

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