Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Rayll is a financial advisor who has been in the industry since March 2003. Barbara is currently registered with Valic Financial Advisors, Inc., which has offices in Houston, TX and Tulsa, OK. She is also registered with the state of Oklahoma and Texas. Previously Barbara worked for Lincoln Financial Advisors Corporation in Radnor, PA and Hartford, CT. In addition to her series 7, 66 and 24 licenses, Barbara also holds the Securities Industry Essentials Examination (SIE) license. Barbara offers financial planning, portfolio management for individuals, and selection of other advisors to her clients.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
TX
11/29/2016 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
PA
11/11/2009 - 09/13/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (RADNOR PA)
PA
05/01/2007 - 11/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
09/17/2004 - 05/21/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)
CT
09/17/2004 - 05/01/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (HARTFORD CT)
PA
01/27/2004 - 09/27/2004
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
IN
09/04/2002 - 09/15/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/04/2002 - 09/15/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 10/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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