Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Wirick is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. and has been in the financial services industry since February 26, 1990. Barbara has experience in various areas of financial services, including portfolio management, financial planning, and investment company products. Barbara is a licensed insurance agent for various independent insurance companies. Barbara has passed the Series 6, 7, 63, and 65 exams. Barbara holds registrations in several states, including Indiana, New York, North Carolina, and Texas. Barbara has been associated with Cambridge Investment Research Advisors, Inc. since October 2012. Previously, Barbara was associated with VALIC Financial Advisors, Inc. and The Variable Annuity Marketing Company.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
10/19/2012 - Present
Cambridge Investment Research Advisors, Inc. (SUGARLAND TX)
TX
12/22/1998 - 10/31/2012
VALIC FINANCIAL ADVISORS, INC. (GALVESTON TX)
TX
02/27/1990 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 06/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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