Brenda Barrett has been an investment adviser representative at Allegiance Financial Advisors since January 2008, and is not listed among the firm’s executive officers or direct owners. Brenda Barrett studied at Saint Anselm College.
Allegiance Financial Advisors, Inc. is a Jacksonville, FL firm with $182M under management, 338 clients and 6 advisers in one office, as of its February 2026 filing.
Brenda Barrett joined Allegiance Financial Advisors, Inc. as a solicitor in 2008 and became an investment advisor representative with the firm in January 2015. She joined John Hancock as an agent and Signator Investors, Inc. as a registered representative in 2006, and in 2018 became affiliated with Osaic Wealth, Inc. as a Registered Representative.
- – present · 18 yearsJacksonville, FL · Adviser representative · Firm CRD 127293
Investment adviser representative registrations
Brenda Barrett is registered as an investment adviser representative in 2 states. The first approvals date from January 2008; the most recent is Georgia, in October 2016.
- FloridaSince 30 January 2008
- GeorgiaSince 21 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 17 October 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 December 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 September 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 May 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brenda Anne Barrett
- CRD
- 4800525
- Firm
- Allegiance Financial Advisors · CRD 127293
- Office
- 3112 ST. JOHNS BLUFF ROAD SOUTH, Jacksonville, FL 32246-3712
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- allegianceadvisors.com
Where does Brenda Barrett work?
Brenda Barrett is an investment adviser representative registered through Allegiance Financial Advisors, Inc. since January 2008, and is not listed among the firm’s executive officers or direct owners.
Is Brenda Barrett a financial advisor?
Yes. Brenda Barrett has a current investment-adviser registration in Florida and Georgia, through Allegiance Financial Advisors since January 2008.
How many years of experience does Brenda Barrett have?
Brenda Barrett has 22 years in the financial industry, since June 2004, across 1 adviser firm.
What exams has Brenda Barrett passed?
Brenda Barrett has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in May 2004. FINRA credited Brenda Barrett with the SIE, which began in October 2018.
Where is Brenda Barrett based?
Brenda Barrett’s registered office is in Jacksonville, FL.
Is Brenda Barrett registered with FINRA?
Yes. Brenda Barrett has a current broker registration, under CRD 4800525.
Source: FINRA BrokerCheck
How can I verify Brenda Barrett’s record?
Search CRD 4800525 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brenda Barrett’s full registration record.