Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore N. Barger is a financial advisor who has been in the industry since 1995. Theodore is currently registered with Truist Advisory Services, Inc., based in Charlottesville, Virginia. Previously, Theodore was affiliated with BB&T Securities, LLC, BB&T Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Pacific Select Distributors, Inc., Ohio National Equities, Inc., Capital Brokerage Corporation and Forth Financial Securities, Corporation. Theodore has a wide range of experience in the industry, including serving as a registered representative and investment advisor. Theodore holds a Series 7, Series 6, Series 63, and Series 66 licenses and is a Certified Financial Planner.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTESVILLE VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/15/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WARRENTON VA)
VA
10/20/2009 - 11/26/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTESVILLE VA)
CA
05/20/2004 - 08/10/2009
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
OH
03/31/1998 - 05/10/2004
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
VA
12/01/1997 - 03/27/1998
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
11/18/1994 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
BOTH
Issued 12/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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