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BG

Barrington E. Gist

HERITAGE PRIVATE WEALTH
NASHVILLE, TN 37215
Some features on this profile are disabled
CRD#: 6178480
BG

Professional summary

Barrington Edwin Gist is a registered financial advisor currently at HERITAGE PRIVATE WEALTH located in Nashville, Tennessee.

Barrington is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Barrington has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
1)4/2021- HERITAGE PRIVATE WEALTH- DBA for LPL Business (entity for LPL business)- Inv. Related- Nashville, TN - 160hrs/mth 2)4/2021- Real Estate Rental- Rental Property- owner- Inv. Related -Juliet, TN- start date 10/15/219- 1hrs/mth

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CRS (Client Relationship Summary) - RIA

Click below to view Barrington Edwin Gist's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 23, 2023 - Present

HERITAGE PRIVATE WEALTH

Office #1: 3990 Hillsboro Pike, Suite 300, Nashville, TN 37215
RIA
CRD#: 328326
NASHVILLE, TN
Past

April 6, 2021 - September 15, 2023

LPL FINANCIAL LLC

RIA
CRD#: 6413
NASHVILLE, TN
Past

April 6, 2021 - September 15, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
NASHVILLE, TN
Past

June 24, 2013 - April 20, 2021

MORGAN STANLEY

RIA
CRD#: 149777
NASHVILLE, TN
Past

April 25, 2013 - April 20, 2021

MORGAN STANLEY

BD
CRD#: 149777
NASHVILLE, TN

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Tennessee
(10/23/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/22/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/24/2013
General Securities Representative Examination

Current Firm

HP
HERITAGE PRIVATE WEALTH
HERITAGE PRIVATE | PRIVATE WEALTH GROUP, LLC | HERITAGE PRIVATE WEALTH GROUP, LLC | HERITAGE PRIVATE WEALTH

CRD#: 328326 / SEC#:

Tennessee
Registered Investment Advisory firm - (10/23/2023 Approved)
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Contact information

Main Address
3990 Hillsboro Pike, Suite 300, Nashville, TN 37215
Mailing Address
Phone number
(615) 622-5601
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts150
AUM (Assets Under Management)$ 11,816,207

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

HERITAGE PRIVATE WEALTH

CRD#: 328326Nashville, TN 37215

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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