Unclaimed
Freddie Barbour is a financial advisor with over 30 years of experience in the industry. Freddie currently works with LPL Financial LLC and has held previous positions with Royal Alliance Associates, Inc., Signator Investors, Inc., Investors Capital Corp., Allstate Financial Services, LLC, and Investors Capital Corp. Freddie holds Series 6, 7, 24, 63 and 65 licenses and is registered in 12 states. Freddie provides financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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.
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2
VA
12/27/2018 - Present
LPL Financial LLC (LYNCHBURG VA)
VA
11/02/2018 - 12/27/2018
ROYAL ALLIANCE ASSOCIATES, INC. (LYNCHBURG VA)
VA
11/06/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (LYNCHBURG VA)
VA
08/09/2012 - 11/30/2015
INVESTORS CAPITAL CORP. (LYNCHBURG VA)
VA
07/02/2012 - 08/13/2012
ALLSTATE FINANCIAL SERVICES, LLC (LYNCHBURG VA)
VA
05/23/2002 - 06/26/2012
INVESTORS CAPITAL CORP. (LYNCHBURG VA)
MA
01/09/1989 - 04/05/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/09/1989 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
05/11/1987 - 12/01/1988
EQUICO SECURITIES, INC.
NA
05/11/1987 - 12/01/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 12/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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