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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 Pauline Richley is an investment advisor representative at Onedigital Investment Advisors. Barbara has over 14 years of experience in the financial services industry and is licensed to provide investment advice in North Carolina. Barbara holds the Series 6, Series 63, and Series 65 licenses and has experience working with individuals, businesses, pension and profit-sharing plans, state or municipal government entities, charitable organizations, banking or thrift institutions, and pooled investment vehicles. Barbara previously worked at Royal Alliance Associates, Inc., AXA Advisors, LLC, Wachovia Securities, LLC, and First Union Brokerage Services, Inc.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
02/07/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
NC
10/26/2009 - 05/23/2013
ROYAL ALLIANCE ASSOCIATES, INC. (GREENSBORO NC)
NC
03/02/2007 - 08/01/2008
AXA ADVISORS, LLC (HIGH POINT NC)
NC
10/01/2000 - 01/17/2007
WACHOVIA SECURITIES, LLC (GREENSBORO NC)
NC
03/10/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 05/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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