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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 Doust-boggess is a financial advisor with Raymond James Financial Services Advisors, Inc. Barbara has been in the financial services industry since September 20, 2005, and has experience working for various firms including Wells Fargo Advisors, LLC and RBC DAIN RAUSCHER INC. Barbara has a strong track record of success in providing investment advice and financial planning services to individuals, families, and businesses. Barbara holds the Series 66, Series 7 and SIE licenses. Barbara is also a registered investment advisor in Oregon and Texas. Barbara is dedicated to providing her clients with personalized, comprehensive financial planning services that meet their unique needs and goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
01/21/2022 - Present
Raymond James Financial Services Advisors, Inc. (BEND OR)
OR
02/29/2008 - 03/22/2011
WELLS FARGO ADVISORS, LLC (BEND OR)
OR
09/28/2004 - 04/05/2007
RBC DAIN RAUSCHER INC. (BEND OR)
BOTH
Issued 08/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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