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KJ

Kirk John Barrett

Investment Adviser Representative at Farther

Plano, TXCRD #5727148Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kirk John Barrett is an investment adviser representative with Farther in Plano, TX, where they have been registered since 2025. They have worked in the securities industry since 2012 and have been registered with 5 firms, including Silver LAKE Capital Partners and Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/3/2020
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/9/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

FartherCurrent
6/16/2025 – Plano, TX
Silver LAKE Capital Partners
5/14/2024 – 7/30/2025Dallas, TX
Raymond James Financial Services Advisors, Inc
8/16/2023 – 5/16/2024Dallas, TX
Fisher Investments
4/20/2022 – 7/31/2023Plano, TX
Avantax Advisory Services
11/9/2020 – 4/13/2022Dallas, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. 1st Global Capital
    Sep 2009 – May 2019Dallas, TX
  2. Avantax Investment Services, Inc.
    May 2019 – Apr 2022Dallas, TX
  3. Fisher Investments
    Apr 2022 – Jul 2023Plano, TX
  4. Raymond James Financial Services, Inc.
    Aug 2023 – May 2024Dallas, TX
  5. Raymond James Financial Services Advisors, Inc.
    Aug 2023 – May 2024Dallas, TX
  6. Avantax Advisory Services
    Nov 2020 – Apr 2022Dallas, TX
  7. Silver Lake Capital Management LLC
    May 2024 – Jun 2025Dallas, TX
  8. Malleck Wealth Management LLC
    Aug 2023 – May 2024Dallas, TX
  9. Farther
    Jun 2025 – no end date reportedPlano, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Farther

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingPeriodicals and Newsletters

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
308
Offices listed on AdvisorFinder:
7
Main office:
San Francisco, CA
SEC file number:
801-116721

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 24, 2026

View full firm profile

Other advisors at Farther

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kirk John Barrett has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kirk John Barrett (Farther) - Fees, Credentials & Background