Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Naylor Barbour is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions with a variety of firms including Wells Fargo Investments, LLC and IFMG Securities, Inc. Robert specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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
06/28/2016 - Present
Wells Fargo Clearing Services, LLC (FRESNO CA)
CA
02/13/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FRESNO CA)
NY
01/20/1999 - 02/13/2003
IFMG SECURITIES, INC. (PURCHASE NY)
CA
04/25/1997 - 01/15/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
05/06/1987 - 05/23/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/06/1987 - 05/23/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 01/06/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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