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Barbour Scott Bussells

Cary Street Partners

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About Barbour Scott Bussells

Barbour Scott Bussells is a registered representative with Cary Street Partners in Glen Allen, Virginia. Barbour has been in the industry since August 5, 1995. Barbour has passed the Series 63, Series 66, Series 7, Series 9, and Series 24 exams. Barbour has previously worked at Raymond James Financial Services, Inc., PURSHE KAPLAN STERLING INVESTMENTS, AMERITAS INVESTMENT CORP., SYMETRA INVESTMENT SERVICES, INC., AXA ADVISORS, LLC, ANDERSON & STRUDWICK, INCORPORATED, RUTHERFOORD FINANCIAL SERVICES, INC., WOODBURY FINANCIAL SERVICES, INC., SECURIAN FINANCIAL SERVICES, INC., AMERICAN UNITED LIFE INSURANCE COMPANY, AUL EQUITY SALES CORP., and CRESTAR SECURITIES CORPORATION.

Firm Information

Barbour Bussells is currently registered with Cary Street Partners. Cary Street Partners is an investment advisory firm based in Richmond, Virginia, with over $6.97 billion in assets under management. They offer financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, and other businesses, including insurance companies, charitable organizations, and pension and profit-sharing plans. The firm also offers selection of other advisors and portfolio management for businesses. They have been registered with the SEC since 2002.
Cary Street Partners

901 EAST BYRD STREET

RICHMOND, VA 23219

$6.98B

Assets Under Management

7

Total Clients

92

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with certain third parties

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Barbour Bussells’s Registration & Firm History

VA

09/22/2022 - Present

Cary Street Partners (Glen Allen VA)

VA

11/21/2017 - 10/05/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (GLEN ALLEN VA)

VA

08/30/2016 - 01/03/2017

PURSHE KAPLAN STERLING INVESTMENTS (RICHMOND VA)

VA

05/21/2013 - 08/02/2016

RAYMOND JAMES FINANCIAL SERVICES, INC. (HENRICO VA)

NE

12/22/2008 - 12/05/2012

AMERITAS INVESTMENT CORP. (LINCOLN NE)

MA

12/14/2006 - 12/05/2008

SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)

VA

08/02/2006 - 11/08/2006

AXA ADVISORS, LLC (RICHMOND VA)

VA

02/19/2004 - 05/18/2006

ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)

VA

11/21/2002 - 02/05/2004

RUTHERFOORD FINANCIAL SERVICES, INC. (RICHMOND VA)

MN

06/27/2002 - 12/31/2002

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

MN

09/06/2001 - 05/16/2002

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

MN

05/26/2000 - 08/07/2001

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

IN

04/08/1997 - 12/10/1999

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

IN

04/08/1997 - 12/10/1999

AUL EQUITY SALES CORP. (INDIANAPOLIS IN)

VA

07/20/1993 - 01/23/1997

CRESTAR SECURITIES CORPORATION (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 03/19/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/30/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/19/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barbour Scott Bussells.
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