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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 Healy has been in the financial services industry since November 1994. Barbara is a Registered Representative and Investment Adviser Representative with Allworth Financial, LP. Barbara holds the Series 63, 65 and 7 licenses. Barbara is also a Certified Financial Planner™. Barbara's primary practice is centered on advising clients on the following: retirement planning, college savings, estate planning, and income tax planning. Barbara provides personalized financial advice to a diverse group of clients, including individuals, families, and businesses. Barbara's clients are concentrated in California, Nevada, Texas, and Washington. Previously, Barbara was a Registered Representative with Securities America, Inc., and a Registered Representative and Investment Adviser Representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
11/09/2011 - Present
Allworth Financial, LP (ROSEVILLE CA)
CA
02/25/2005 - 12/31/2007
SECURITIES AMERICA, INC. (ROSEVILLE CA)
NY
10/05/1994 - 01/06/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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