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Bennett H. Barrow

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CRD#: 5730014
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bennett Hilliard Barrow, CFP® was a registered financial professional .

Bennett is a previously registered financial professional and started their career in finance in 2010. Bennett had worked at 3 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I AM VICE PRESIDENT OF BARROW ASSET MANGEMENT. WE ARE A RIA AND PROVIDE INVESTMENT ADVISORY SERVICES FOR A FLAT FEE 1% ASSETS UNDER MANAGEMENT. WE ONLY HAVE DISCRETION ON ACCOUNTS AS CHARLES SCHWAB IS OUR CUSTODIAN. BARROW ASSET GARNER COMMISSION IN ANY WAY. Bennett Barrow is voluntarily on the boards of the following companies: Berkeley Preparatory School Board of Trustees St. Joseph Hospital Foundation Board High Risk Hope Board of Directors Tampa-Hillsborough Expressway Authority; investment related: No; 1104 E Twiggs St. #300, Tampa, Fl. 33602; The Tampa Hillsborough Expressway Authority is a regional expressway authority based in Hillsborough County, Florida which includes the city of Tampa. The Authority owns the Lee Roy Selmon Expressway Authority as well as two non-tolled feeder roads. THEA was established as a way to bring roadway/ infrastructure projects online sooner than with conventional department of transportation funding. ; Vice Chairman of the Board of Directors; The Board of Directors is a gubernatorial appointment confirmed by the Florida Legislature. It is a volunteer board position. The board functions to provide oversight to operations and ensures that the Authority is operating in a fiscally responsible manner while helping with long-term strategic initiatives. ; 2016-10-19; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0.

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CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

April 15, 2015 - February 9, 2018

TCWA, LLC

RIA
CRD#: 174963
TAMPA, FL
Past

September 14, 2011 - March 10, 2022

BARROW ASSET MANAGEMENT, INC.

RIA
CRD#: 157001
TAMPA, FL
Past

February 26, 2010 - October 26, 2011

BARROW INVESTMENT MANAGEMENT INC

RIA
CRD#: 105961
TAMPA, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


TL
TCWA, LLC
TCWA, LLC | TRIPLE CROWN WEALTH ARCHITECTS, LLC

CRD#: 174963 / SEC#:

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Contact information


Main Address
511 West Bay St. Ste#310, Tampa, FL 33606
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TCWA, LLC

CRD#: 174963

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