Christopher Barbee, financial advisor Greensboro NC
96 score

Christopher Barbee

CRD Number: 3163291
Current Firm: Stifel, Nicolaus & Company, Incorporated

Christopher Barbee (CRD# 3163291) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Greensboro, NC and has over 19 years of experience in the finance industry. Christopher Barbee 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
Stifel Nicolaus & Co Inc. Greensboro, NC Jun 2017 - Current 1
Oppenheimer & Co Inc. Greensboro, NC May 2014 - Jun 2017 3
Wells Fargo Advisors LLC Greensboro, NC May 2009 - May 2014 5
Wachovia Securities, LLC Greensboro, NC Jan 2008 - May 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for Christopher T. Barbee
Phone Number: 314-342-2000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    53,887
    MILLIONS
  • Total Number of Accounts
    141,170
    ACCOUNTS
  • Average Account Value
    $381,719
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, 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, VI, VT, WA, WI, WV, WY

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

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