Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Barber is a financial advisor with Cape Investment Advisory, Inc., working in the industry since 1992. Glen has experience in both investment advisory and brokerage services. Glen is registered to provide investment advisory services in Alabama, California, Georgia, Indiana, and Texas. Glen also holds multiple licenses, including Series 6, 7, 26, 63, and 65. Glen is also a board member for the Berry College Planned Giving Counsel since 2010.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
01/17/2017 - Present
Cape Investment Advisory, Inc. (Woodstock GA)
CA
03/03/2008 - 10/01/2008
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
GA
01/03/2006 - 04/02/2008
NRP FINANCIAL, INC. (ATLANTA GA)
GA
12/19/2001 - 01/24/2006
FSC SECURITIES CORPORATION (ATLANTA GA)
CT
07/25/1994 - 12/20/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
01/07/1992 - 08/02/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 02/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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