Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Spicer is a financial advisor with over 9 years of experience in the investment industry. Barbara is registered with the state of Texas and holds the Series 65 license. Barbara specializes in providing financial planning and portfolio management services to individuals, businesses, and investment companies. Barbara is affiliated with Concorde Investment Management, a firm that provides financial planning and portfolio management services to individuals, businesses, and investment companies. The firm has approximately 399 clients and has been in business since March 2014.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory services to other investment advisers
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.
A percentage of the total value of assets under management is charged.
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TX
01/01/2024 - Present
Concorde Investment Management (Dallas TX)
IA
Issued 12/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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