linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Edward Joseph Barnes

Blbb Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Edward? Claim Your Profile

About Edward Joseph Barnes

Edward Joseph Barnes is an investment advisor representative for Blbb Advisors, LLC. Edward has been with Blbb Advisors, LLC since January 2019 and has experience in the financial services industry since December 1994. Edward holds a Series 65 license. Edward is registered with the state of Pennsylvania.

Firm Information

Edward Barnes is currently registered with Blbb Advisors. Blbb Advisors is an investment advisor registered with the SEC. The firm has been providing financial planning, pension consulting, and educational seminars to clients since its founding. They also offer selection of other advisors and portfolio management for individuals. Blbb Advisors manages approximately $2.3 billion in assets for a diverse client base, including individuals, corporations, pension plans, and charitable organizations.
Blbb Advisors

103 MONTGOMERY AVENUE

MONTGOMERYVILLE, PA 18936

$2.30B

Assets Under Management

Not reported

Total Clients

12

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Edward Barnes’s Registration & Firm History

PA

01/10/2019 - Present

Blbb Advisors (MONTGOMERYVILLE PA)

Not sure if Edward Joseph Barnes is right for you?

Licenses & Designations

IA

Issued 04/24/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Joseph Barnes.
Not sure if Edward Joseph Barnes is right for you?