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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Ann Ristow is a financial advisor with The Colony Group, LLC. Barbara has been working in the financial services industry since 1997. Barbara is a Certified Financial Planner and specializes in providing financial advice to high-net-worth individuals, families, and businesses. Barbara is committed to helping her clients achieve their financial goals through personalized financial planning and investment management. Barbara has a strong track record of success in the financial services industry and is dedicated to providing her clients with the highest level of service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
VA
07/01/2024 - Present
THE Colony Group, LLC (MIDDLEBURG VA)
SC
02/22/2008 - 11/20/2012
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
VA
05/24/2004 - 12/31/2007
FIRST TENNESSEE BROKERAGE, INC. (FAIRFAX VA)
VA
02/16/1999 - 10/13/2004
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
NY
03/20/1998 - 12/31/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MD
01/16/1997 - 12/31/1997
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 03/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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