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Barbara Gay Campbell

Cabot Lodge Securities LLC

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About Barbara Gay Campbell

Barbara Campbell is a financial advisor with Cabot Lodge Securities LLC, with over 10 years of experience in the industry. Barbara holds the Series 6 and Series 63 licenses and is registered in Colorado, Maryland, and Vermont. Barbara previously worked at Wilbanks Securities, Inc. in Oklahoma City.

Firm Information

Barbara Campbell is currently registered with Cabot Lodge Securities LLC. Cabot Lodge Securities LLC is a Limited Liability Company formed in October 2011 and is registered in all 50 states and the District of Columbia. The firm has been subject to two Regulatory Events and one Arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

30

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.

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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Barbara Campbell’s Registration & Firm History

CO

06/23/2017 - Present

Cabot Lodge Securities LLC (Centennial CO)

OK

05/20/2013 - 07/21/2017

WILBANKS SECURITIES, INC. (OKLAHOMA CITY OK)

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Licenses & Designations

BC

Issued 06/06/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2013

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 Gay Campbell.
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