Barbara Greatwood, financial advisor Centralia WA
96 score

Barbara Greatwood

CRD Number: 2985394
Current Firm: First Allied Advisory Services, Inc.

Barbara Greatwood (CRD# 2985394) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Centralia, WA and has over 18 years of experience in the finance industry. Barbara Greatwood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Kevin Byrne, financial advisor Centralia WA
Kevin M. Byrne
CRD# 3220588
Byrne & Company Wealth Management, LLC
Score
103
Similar Advisors
Norman Smith, financial advisor Centralia WA
Norman R. Smith
CRD# 1293983
Nr Smith & Associates, P.s.
Score
101
Similar Advisors
Martin Juergens, financial advisor Centralia WA
Martin E. Juergens
CRD# 4604990
Kiley Juergens Wealth Management, LLC
Score
98
Professional Designations
Company Name Location Dates Years
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Current 4
First Allied Securities, Inc. San Diego, CA May 2004 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 1998
Contact Info for Barbara R. Greatwood
Phone Number: 866-378-1376
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Barbara Greatwood and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.