Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Barber is a financial advisor currently registered with LPL Financial LLC in Fresno, CA. Robert has been in the financial services industry since 1990. Robert holds Series 7 and Series 63 licenses, as well as the SIE. Robert has prior experience with Morgan Stanley, Citigroup Global Markets Inc., and Lehman Brothers Inc.
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
CA
12/15/2015 - Present
LPL Financial LLC (FRESNO CA)
CA
06/01/2009 - 12/16/2015
MORGAN STANLEY (FRESNO CA)
CA
01/16/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FRESNO CA)
CA
02/01/1994 - 02/01/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
01/09/1992 - 02/16/1994
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
07/13/1989 - 10/11/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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