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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 Jean Blacklock is an active investment advisor representative and registered principal with &partners. Barbara has been in the industry since February 22, 1981, and has a wide range of experience, including working with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. &partners offers a variety of advisory services, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Barbara has a diverse client base and provides services to corporations, limited partnerships, limited liability companies, partnerships, trusts, estates, conservatorships, charitable organizations, and pension and profit-sharing plans. Barbara is registered in 28 states and holds the Series 3, 5, 7, 8, 9, 10, and 63 licenses.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
04/19/2024 - Present
&partners (NASHVILLE TN)
FL
01/01/2008 - 05/14/2024
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
IL
02/23/1981 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CARBONDALE IL)
BC
Issued 01/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1993
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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