James Barrie

Investment Advisor
Bachelor of Arts, Communication
California State University

Industry Title
Registered Representative
Languages Spoken:
English & Tagalog
In a Nutshell

As an Investment Advisor, James services and creates custom portfolio recommendations for our private wealth clients. With a pulse on the latest market news, he works with Stefan and Andrew to identify new business opportunities and strategies for our clients. James' bright spirit and attention to detail brings a positive energy to our office.

  • James Barrie 2019
Ask me Anything
Best book you've ever read?
The Little Prince - Antoine de Saint-Exupéry.
If you could travel anywhere in the world, where would it be?
Lighthouse Reef Blue Hole, Belize.
Other than working for our awesome team, what are you most passionate about?
My family.
Most used Apps?
WhatsApp, Facebook, Google Photos & Spotify.
You will never catch me without...
My sense of humour.
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