Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Barker is a financial advisor at LPL Financial LLC. Karla has been in the financial services industry since January 2008. Karla has a Series 7, Series 66 and SIE licenses. Karla is registered with the state of Texas as both a broker-dealer and an investment advisor. Karla also has offices in Arizona, California, Colorado, Florida, Georgia, Indiana, Kansas, Kentucky, Montana, Nevada, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Utah, Virginia, Washington, West Virginia, and Wyoming.
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.
1
2
TX
07/26/2013 - Present
LPL Financial LLC (FT WORTH TX)
TX
01/28/2008 - 07/29/2013
EDWARD JONES (FT WORTH TX)
BOTH
Issued 02/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Karla Barker is the right advisor for you? Invested Better is here to help.
