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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.)

Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.

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