Morgan Stanley
46yrs
Top advisor by experience in Coral Springs
33yrs
Based in Coral Springs, Florida, Robert Barrett is a fiduciary financial advisor with 33 years of industry experience. Robert has been with Primerica Advisors since 2025. Primerica Advisors offers investment management and is paid through a percentage of assets.
One of 126 advisors with offices in Coral Springs, and one of 111 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience in Florida
Office7501 Wiles Rd Suite 205-B, Coral Springs, FL 33067
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowPFS Investments Inc.Current firm
- 2011 – 2024PFS Investments Inc.Previously
Contact Robert
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Robert. 7501 Wiles Rd Suite 205-BCoral Springs, FL 33067Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Primerica Advisors at (833) 786-0550 and ask for Robert Barrett. Robert works from the Coral Springs, FL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1993, about 33 years. Top 11% by experience in Florida.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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