Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Richards is a financial professional with over 30 years of experience in the industry. Barbara currently is a registered representative with Commonwealth Financial Network. She has been with Commonwealth Financial Network since 2015. Prior to that, Barbara was with TRUSTCORE INVESTMENTS, INC. from 1998 to 2015. She also has prior experience with TAYLOR SECURITIES, INC., CAPITAL ANALYSTS, INCORPORATED, G. R. PHELPS & CO., INC., TAYLOR FINANCIAL SECURITIES, INC., R. RIGSBY & ASSOCIATES, INC. and MANEQUITY, INC. Barbara is a Chartered Financial Consultant. Barbara specializes in various areas including retirement planning, college savings, insurance and estate planning.
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.
1
2
TN
03/13/2015 - Present
Commonwealth Financial Network (Brentwood TN)
TN
06/09/1998 - 03/13/2015
TRUSTCORE INVESTMENTS, INC. (BRENTWOOD TN)
TN
09/11/1992 - 06/04/1998
TAYLOR SECURITIES, INC. (BRENTWOOD TN)
OH
07/08/1987 - 08/26/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
04/21/1987 - 12/31/1989
G. R. PHELPS & CO., INC.
NA
01/13/1987 - 07/02/1987
TAYLOR FINANCIAL SECURITIES, INC.
NA
01/15/1986 - 01/16/1987
R. RIGSBY & ASSOCIATES, INC.
NA
04/17/1984 - 01/21/1986
MANEQUITY, INC.
BC
Issued 05/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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