Barbara Ristow, financial advisor Middleburg VA

Barbara Ristow

CRD Number: 2833547
Current Firm: Buckingham Strategic Wealth, LLC

Barbara Ristow (CRD# 2833547) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Middleburg, VA and has over 27 years of experience in the finance industry. Barbara Ristow 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.

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Professional Designations
Company Name Location Dates Years
Buckingham Strategic Wealth, LLC Clayton, MO Jul 2017 - Current 6
Focus Wealth Management, Ltd. Middleburg, VA Dec 2016 - Jun 2017 < 1
Pinnacle Advisory Group, Inc. Columbia, MD Nov 2012 - Dec 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Barbara A. Ristow
Phone Number: 314-725-0455
Registered State(s):
  • NC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    27,028
    MILLIONS
  • Total Number of Accounts
    48,507
    ACCOUNTS
  • Average Account Value
    $557,191
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, WY

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