linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric Stephan Barlow

Andina Family Offices

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

About Eric Stephan Barlow

Eric Stephan Barlow is an Investment Advisor Representative at Andina Family Offices. Eric has been in the industry since 1992 and has experience working with high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, and corporations or other businesses. Eric holds Series 6, 63, 22, and 65 licenses. Eric has a strong background in financial planning, selection of other advisers, and portfolio management for individuals and pooled investment vehicles. Previously, Eric worked at Intermountain Financial Services, Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Company.

Firm Information

Eric Barlow is currently registered with Andina Family Offices. Andina Family Offices is a registered investment advisor located in LEHI, UT. The firm has 6 licensed agents, 9 investment advisor representatives and 11 investment advisory functions. They manage approximately $808,470,832 in client assets and primarily serve high-net-worth individuals, pooled investment vehicles, and corporations/businesses. Their services include financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors.
Andina Family Offices

THANKSGIVING BUSINESS PARK

LEHI, UT 84043

$808.47M

Assets Under Management

1

Total Clients

11

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

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.

Eric Barlow’s Registration & Firm History

UT

01/10/2019 - Present

Andina Family Offices (LEHI UT)

UT

02/22/2007 - 03/20/2008

INTERMOUNTAIN FINANCIAL SERVICES, INC. (HEBER CITY UT)

MA

05/29/1992 - 05/10/2000

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

05/29/1992 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

Not sure if Eric Stephan Barlow is right for you?

Licenses & Designations

IA

Issued 02/09/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/2007

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 05/28/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Stephan Barlow.
Not sure if Eric Stephan Barlow is right for you?