Barrett W. Ayers
Professional summary
Barrett Walter Ayers II, who also goes by Barrett Walter II Ayers, Barrett Ayers Ii, Barry Ayers Ii, is a registered financial advisor currently at ADHESION WEALTH ADVISOR SOLUTIONS located in Charlotte, North Carolina.
Barrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Barrett has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Barrett Walter Ayers II's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2020 - Present
ADHESION WEALTH ADVISOR SOLUTIONS
Office #1: 2825 South Blvd Suite 500, Charlotte, NC 28209May 11, 2007 - December 20, 2019
ADHESION WEALTH ADVISOR SOLUTIONS
November 18, 2003 - October 12, 2004
WELLS FARGO CLEARING SERVICES, LLC
October 22, 1998 - December 31, 1999
UNITED SECURITIES ALLIANCE, INC.
July 7, 1995 - October 24, 1996
CHARLES SCHWAB & CO., INC.
January 21, 1994 - October 18, 1994
INVESCO DISTRIBUTORS, INC.
November 8, 1993 - December 2, 1993
DICKINSON & CO.
Primary Firm SEC Registration
ADHESION WEALTH ADVISOR SOLUTIONS
CRD#: 143593 / SEC#: 801-67829
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2020)
(4/15/2021)
Exams
Current Firm
ADHESION WEALTH ADVISOR SOLUTIONS
CRD#: 143593 / SEC#: 801-67829
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 32,716 |
| AUM (Assets Under Management) | $ 10,425,682,263 |
Red Flags
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