Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Carter Barber is a financial advisor with Kestra Private Wealth Services, LLC and has been in the industry since February 12, 1994. Barber is registered with the state of Utah as an Investment Advisor Representative and is also registered in Texas as a Registered Representative and Investment Advisor Representative. Eddie has experience working with clients of various types, including individuals, high-net-worth individuals, corporations, and pension plans. Barber has previously worked with other firms, including RBC Capital Markets, LLC, Dain Rauscher Incorporated, Olde Discount Corporation, and Chatfield Dean & Co., Inc. Barber offers a variety of services, including financial planning, portfolio management, and selection of other advisors. Barber is committed to providing his clients with personalized advice and service.
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.
1
2
UT
11/17/2014 - Present
Kestra Private Wealth Services, LLC (SALT LAKE CITY UT)
UT
03/02/1998 - 11/17/2014
RBC CAPITAL MARKETS, LLC (SALT LAKE CITY UT)
NA
08/15/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MI
03/31/1994 - 08/19/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
CO
01/21/1994 - 03/07/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 12/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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