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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 Thornton is an investment advisor representative with Truist Advisory Services, Inc., located in Tallahassee, FL. Barbara has been in the industry since January 2019, and has experience with several firms, including J.P. Morgan Securities LLC and Morgan Stanley. Barbara has a wide range of experience, including portfolio management for individuals and businesses, and provides financial planning and educational seminars. Barbara is registered with the state of Georgia as a Registered Investment Advisor.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
FL
09/25/2023 - Present
Truist Advisory Services, Inc. (TALLAHASSEE FL)
GA
03/20/2023 - 09/12/2023
J.P. MORGAN SECURITIES LLC (Atlanta GA)
GA
09/12/2022 - 03/09/2023
MORGAN STANLEY (Atlanta GA)
GA
12/21/2018 - 08/25/2022
WELLS FARGO CLEARING SERVICES, LLC (LAWRENCEVILLE GA)
BOTH
Issued 02/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/30/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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