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Barbara Ellen Pittman

Momentum Independent Network Inc.

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About Barbara Ellen Pittman

Barbara Pittman is a financial advisor with Momentum Independent Network Inc., a firm she joined in 2012. Previously, Barbara Pittman held a role with Hilltop Securities Inc. since 2006, and earlier with ALLSTATE FINANCIAL SERVICES, LLC. Barbara Pittman is a Series 63, Series 51, Series 26, Series 99TO, SIE, and Series 6 licensed professional. Momentum Independent Network Inc. is a financial firm headquartered in Dallas, Texas, with approximately 1117141327 in regulatory assets under management. The firm offers financial planning, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Momentum Independent Network Inc. serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.

Firm Information

Barbara Pittman is currently registered with Momentum Independent Network Inc.. Momentum Independent Network Inc. is a Corporation registered with the SEC and in 52 states. Founded in 1983, the firm provides financial planning, educational seminars, and publication of periodicals in addition to portfolio management for individuals. Momentum Independent Network Inc. has 139 investment adviser representatives and 76 licensed agents, and manages approximately $1,117,141,327 in assets. The firm participates in wrap fee programs and has disclosed 10 regulatory events and 3 arbitration actions.
Momentum Independent Network Inc.

717 N. HARWOOD STREET

DALLAS, TX 75201

$1.12B

Assets Under Management

10

Total Clients

149

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1 fees

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Barbara Pittman’s Registration & Firm History

TX

01/03/2012 - Present

Momentum Independent Network Inc. (DALLAS TX)

NE

02/02/2000 - 05/09/2005

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

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Licenses & Designations

BC

Issued 03/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/15/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barbara Ellen Pittman.
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