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Bennett Hilliard Barrow

CFP®
CRD# 5730014·Registered 2010 - 2018
Previously Registered: Being a previously registered professional could mean that Bennett 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.

Professional Summary

Bennett Hilliard Barrow, CFP® was a registered financial advisor. Bennett was a previously registered financial professional and started their career in finance 2010 - 2018. Bennett had worked at 3 firms.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2009

Years of Experience

12 years in the financial services industry

Current & Past Employments

TCWA, LLC·CRD# 174963
RIA
Tampa, FL
April 15, 2015 - February 9, 2018
BARROW ASSET MANAGEMENT, INC.·CRD# 157001
RIA
Tampa, FL
September 14, 2011 - March 10, 2022
BARROW INVESTMENT MANAGEMENT INC·CRD# 105961
RIA
Tampa, FL
February 26, 2010 - October 26, 2011

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Current Firm

TL
TCWA, LLC

TCWA, LLC | TRIPLE CROWN WEALTH ARCHITECTS, LLC

CRD#: 174963

Contact Information

Main Address

511 West Bay St. Ste#310, Tampa, FL 33606

Documents

Latest Form ADV

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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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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary)

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

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