Barbara CummingsCRD Number: 3068353
Current Firm: Northwest Advisors, Inc.
Barbara Cummings (CRD# 3068353) is an Investment Advisor Representative working at Northwest Advisors, Inc. in Bradford, PA and has over 19 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Northwestern Mutual Investment Services,llc
|Cetera Investment Services LLC||St.cloud, MN||Dec 2013 - Current||3|
|Northwest Advisors, Inc.||Bradford, PA||Jul 2012 - Current||5|
|Northwest Savings Bank||Bradford, PA||Apr 2012 - Current||5|
|Obs Brokerage Services, Inc.||Whitehouse, OH||Apr 2012 - Dec 2013||1|
|State Farm Vp Management Corp.||Kane, PA||Mar 1998 - Apr 2012||14|
|Barbara Cummings Insurance Agency||Kane, PA||Apr 1990 - Apr 2012||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management361MILLIONS
Total Number of Accounts2,694ACCOUNTS
Average Account Value$133,853
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MD, ME, NY, OH, PA, SC, TX, VA