William Barack (CRD# 4055635) is an Investment Advisor Representative working at Lindisfarne Investments, LLC in Bay Village, OH and has over 21 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lindisfarne Investment, LLC | Wadsworth, OH | Jan 2009 - Current | 15 |
| Barack Capital Management LLC | Bay Village, OH | Jan 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2002 |
- OH
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$66,092
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
LA, OH, TX
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