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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 Luttenberger is a financial advisor with over 30 years of experience in the industry. Barbara is currently registered with Snowden Capital Advisors LLC, where she has been employed since 2015. Prior to that, Barbara has worked for numerous financial firms including QUEST CAPITAL STRATEGIES, INC. and Northwestern Mutual Investment Services, LLC. Barbara provides financial planning, pension consulting and portfolio management services to a diverse range of clients, including individuals, businesses and charitable organizations. Barbara is licensed to provide advisory services in several states, including California, Texas and Ohio.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/08/2015 - Present
Snowden Capital Advisors LLC (PASADENA CA)
CA
04/13/2012 - 11/09/2012
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
12/07/2009 - 03/17/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
10/13/2006 - 12/07/2007
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
10/15/2003 - 10/19/2004
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
08/15/2000 - 10/16/2001
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
CA
05/01/1998 - 08/21/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
08/15/1994 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
09/10/1990 - 01/14/1994
THE WEIL COMPANY (SAN DIEGO CA)
AZ
11/19/1989 - 07/25/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/03/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/14/1988 - 02/06/1989
CHRISTOPHER WEIL & COMPANY, INC
CA
01/26/1988 - 02/06/1989
CHRISTOPHER WEIL & COMPANY, INC (GLENDALE CA)
NA
11/25/1987 - 03/03/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 11/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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