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Lawrence Barrett: Oil & Gas Complaint Against Barrett Wealth Advisor
A new investor complaint against Orange Village, Ohio financial advisor Lawrence Barrett (CRD# 13429) concerns an oil and gas investment. Records maintained by the Financial Industry Regulatory Authority show that he is a broker and an investment advisor with Lincoln Financial. According to his website, he is a representative of Barrett Wealth Advisors, which offers securities through Lincoln Financial.
Mr. Barrett’s BrokerCheck report discloses one recent investor complaint. Filed in December 2022, it alleges that as a representative of Lincoln Financial, he recommended an unsuitable oil and gas investment. The complaint alleges damages of $30,000.
According to the Financial Industry Regulatory Authority, Lawrence Barrett holds 50 years of securities industry experience. Based in Orange Village, California, he has been a broker and an investment advisor with Lincoln Financial since 1999 and 2000, respectively. His past registrations include The Lincoln National Life Insurance Company (Fort Wayne, Indiana; 1999), Equity Services (Montpelier, Vermont; 1996-1999), Sun Investment Services (Wellesley Hills, Massachusetts; 1988-1996); Investment Management & Research (1984-1988), Suncan Equity Services Company (1983-1984), Investment Management & Research (1976-1982), Christian Financial Planning (1976); International Securities Corporation (1976), Capital Analysts (1975), Investment Management & Research (1975), Financial Service Corporation of America (1972-1975); and Fundamental Service Corporation (1972-1974). His credentials include the passage of five securities industry qualifying exams: the General Securities Principal Examination, or Series 24; the Registered Representative Examination, or Series 1; the Securities Industry Essentials Examination, or SIE; the General Securities Representative Examination, or Series 7TO; and the Uniform Securities Agent State Law Examination, or Series 63. He currently holds 31 state licenses. (Information current as of February 3, 2023.)
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