Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Larson is a financial advisor with over 20 years of experience in the financial services industry. Barbara is currently registered with Avantax Advisory Services, and holds Series 6, 7, 63 and 65 licenses. Barbara's experience includes providing financial planning and investment services to clients, as well as tax preparation and tax planning. Barbara also has experience with the sales of Equity Indexed Annuities.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CO
09/23/2002 - Present
Avantax Advisory Services (Broomfield CO)
GA
06/26/2000 - 09/15/2000
WMA SECURITIES, INC. (DULUTH GA)
GA
06/09/1999 - 12/31/1999
WMA SECURITIES, INC. (DULUTH GA)
GA
09/17/1998 - 12/31/1998
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 09/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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