Gregory Barker has been Managing Member & Chief Compliance Officer of Barker Wealth Management since May 2015, is a control person of the firm and directly owns 75% or more of it.
Barker Wealth Management, LLC is a Camas, WA firm with $241M under management, 70 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Scott Barker is a Financial Planner/Wealth Advisor at Barker Wealth Management, LLC. He has been working with individual clients and businesses for 25 years. He began his career at Ameriprise, and in 2001 was recruited by 1st Global Capital to build a financial planning practice for a regional CPA firm. He most recently served as Senior Financial Advisor for Moss Adams Wealth Advisors, overseeing the Oregon offices.
Gregory Barker’s longest registration is the current one, 11 years at Barker Wealth Management since 2015. Before joining Barker Wealth Management in 2015, Gregory Barker was registered through Etesian Wealth Advisors, Inc. and Moss Adams Wealth Advisors LLC.
- Clark Nuber P.S.– · 8 yearsCamas, WA · Adviser representative · Firm CRD 118159
- – present · 11 yearsCamas, WA · Adviser representative · Firm CRD 226768
- Etesian Wealth Advisors, Inc.– · under a yearLake Oswego, OR · Adviser representative · Firm CRD 152127
- Moss Adams Wealth Advisors LLC– · under a yearPortland, OR · Adviser representative · Firm CRD 108917
- PK Financial Strategies, LLC– · under a yearPhoenix, AZ · Adviser representative · Firm CRD 116827
- 1st Global Advisors Inc– · 10 yearsPhoenix, AZ · Adviser representative · Firm CRD 111133
Professional designations
Listed by Barker Wealth Management
- CFP®
Investment adviser representative registrations
Gregory Barker is registered as an investment adviser representative in 2 states. Each was approved in July 2015.
- OregonSince 21 July 2015
- WashingtonSince 24 July 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 September 1996 |
| Series 7 | General Securities Representative Examination | 4 September 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Scott Barker
- CRD
- 2784196
- Firm
- Barker Wealth Management · CRD 226768
- Role
- Managing Member & Chief Compliance Officer
- Office
- Camas, WA
- Registration
- Investment adviser registration
- In the industry since
- December 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- barkerwealthmanagement.com
Where does Gregory Barker work?
Gregory Barker has been Managing Member & Chief Compliance Officer of Barker Wealth Management, LLC since May 2015, and is a control person of the firm.
Is Gregory Barker a financial advisor?
Yes. Gregory Barker has a current investment-adviser registration in Oregon and Washington, through Barker Wealth Management since July 2015.
How many years of experience does Gregory Barker have?
Gregory Barker has 22 years in the financial industry, since December 2003, across 6 adviser firms.
What exams has Gregory Barker passed?
Gregory Barker has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 1996. FINRA credited Gregory Barker with the SIE, which began in October 2018.
Where did Gregory Barker work before Barker Wealth Management?
Before Barker Wealth Management, Gregory Barker was registered through Etesian Wealth Advisors, Inc., November 2014 to June 2015; Moss Adams Wealth Advisors LLC, January 2014 to November 2014; PK Financial Strategies, LLC, May 2011 to April 2012; 1st Global Advisors Inc, February 2002 to May 2012.
Where is Gregory Barker based?
Gregory Barker’s registered office is in Camas, WA.
Is Gregory Barker registered with FINRA?
No. Gregory Barker has no current broker registration.
Is Gregory Barker a CFP?
Barker Wealth Management lists Gregory Barker with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Scott Barker, CFP® biography, barkerwealthmanagement.com
How can I verify Gregory Barker’s record?
Search CRD 2784196 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Barker’s full registration record.