Barbara Christie, financial advisor Brick NJ
93 score

Barbara Christie

CRD Number: 4548098
Current Firm: Bfc Planning, Inc.

Barbara Christie (CRD# 4548098) is an Investment Advisor Representative working at Bfc Planning, Inc. in Brick, NJ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Brick, NJ Jan 2013 - Current 3
Tfs Securities, Inc. Lincroft, NJ Sep 2009 - Dec 2012 3
Royal Alliance Associates, Inc. Lincroft, NJ Nov 2008 - Sep 2009 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Toms River, NJ Oct 2003 - Nov 2008 5
Ubs Financial Services Inc. Red Bank, NJ Feb 2003 - Oct 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Barbara L. Christie
Phone Number: 319-447-5700
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $115,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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

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