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Barbara Idolly Spence

Atlantic Investments A Registered Investment Advisor, Inc.

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About Barbara Idolly Spence

Barbara Idolly Spence is an investment advisor representative registered with Atlantic Investments A Registered Investment Advisor, Inc. Barbara has been active in the financial services industry for over 38 years. Barbara is currently registered with the state of California and holds an active Investment Advisor representative registration. Barbara provides investment advisory services to individuals and offers financial planning services as well as selection of other advisors.

Firm Information

Barbara Spence is currently registered with Atlantic Investments A Registered Investment Advisor, Inc.. Atlantic Investments A Registered Investment Advisor, Inc. is a Registered Investment Advisor with 2 licensed agents and 2 investment adviser representatives. The firm offers financial planning and selection of other advisors.

Not reported

Assets Under Management

212

Total Clients

39

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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selection of other advisors

Helps you choose top advisors aligned with your 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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other

Referral fees

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Barbara Spence’s Registration & Firm History

CA

07/02/2019 - Present

Atlantic Investments A Registered Investment Advisor, Inc. (LOS ANGELES CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barbara Idolly Spence.
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