Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Mulford is a registered representative at Charles Schwab & CO., Inc. Barbara Mulford is a financial advisor with a focus on providing financial planning advice. Barbara Mulford also has experience in the insurance industry, having worked as a mortgage loan originator at Franklin American Mortgage and a customer service representative at Belmont Savings Bank. Barbara Mulford is registered with the state of Florida.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
09/17/2024 - Present
Charles Schwab & CO., Inc. (Fort Myers FL)
FL
04/24/2023 - 01/04/2024
TD AMERITRADE, INC. (FT. MYERS FL)
BOTH
Issued 06/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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