Barbara Fried, financial advisor Glen Ellyn IL
96 score

Barbara Fried

CRD Number: 1876263
Current Firm: Private Client Services, LLC

Barbara Fried (CRD# 1876263) is an Investment Advisor Representative working at Private Client Services, LLC in Glen Ellyn, IL and has over 25 years of experience in the finance industry. Barbara Fried 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
Private Client Services LLC Louisville, KY Jul 2010 - Current 6
Nationwide Securities, Inc. Glen Ellyn, IL Aug 2008 - Jul 2010 1
Nationwide Provident Lombard, IL Dec 1990 - Jul 2010 19
1717 Capital Management Company Oak Brook, IL Dec 1990 - Jul 2010 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
Contact Info for Barbara B. Fried
Phone Number: 502-451-0600
Firm Website: http://www.kfg.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    878
    ACCOUNTS
  • Average Account Value
    $185,763
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, MA, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OR, PA, TN, TX, UT, VA, VT, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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