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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 Wilbur Sullins is an investment advisor representative at LPL Financial LLC, and has been in the industry since September 7, 2000. Barbara is registered to provide investment advice in 14 states and has passed several industry exams including Series 6, 7, 26, 63, and 66. Prior to joining LPL Financial LLC, Barbara worked for Securities America, Inc., Brokers International Financial Services, LLC., and FSC Securities Corporation. Barbara also has experience with Lone Star Securities, Inc. and is licensed as a notary in the state of Texas. Barbara holds a Series 26 license and has been providing financial planning, pension consulting and portfolio management for both individuals and businesses for several years. Barbara also provides educational seminars for her clients and offers consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TX
08/16/2019 - Present
LPL Financial LLC (DALLAS TX)
TX
01/12/2015 - 08/15/2019
SECURITIES AMERICA, INC. (DALLAS TX)
TX
03/02/2012 - 01/13/2015
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (DALLAS TX)
TX
12/08/2010 - 03/15/2012
LPL FINANCIAL LLC (DALLAS TX)
TX
02/06/2001 - 12/10/2010
FSC SECURITIES CORPORATION (DALLAS TX)
TX
07/07/1995 - 12/04/1995
LONE STAR SECURITIES, INC. (ADDISON TX)
BOTH
Issued 04/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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