Barbara Whitmore, financial advisor Avon OH
93 score

Barbara Whitmore

CRD Number: 4486167
Current Firm: Eagle Strategies LLC

Barbara Whitmore (CRD# 4486167) is an Investment Advisor Representative working at Eagle Strategies LLC in Avon, OH and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Seven Hills, OH Nov 2011 - Current 5
New York Life Insurance Company Seven Hills, OH Jul 2002 - Current 14
Whitmore & Associates Seven Hills, OH Oct 2013 - Jun 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Barbara A. Whitmore
Phone Number: (888) 695-3245
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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