Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Patton Phipps is a financial advisor with over 20 years of experience in the financial services industry. Barbara is currently registered with Osaic FA, Inc. and is licensed to offer a range of financial products and services, including investment advisory, insurance, and life settlements. Barbara's experience includes working with individuals, families, businesses, and charitable organizations. Barbara is committed to providing personalized financial guidance to her clients, helping them achieve their financial goals.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
FL
05/02/2018 - Present
Osaic FA, Inc. (LAKE WORTH FL)
IN
08/19/2004 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
08/02/2002 - 04/19/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/02/2002 - 04/19/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 11/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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