Brian Barbee, financial advisor Greenville SC

Brian Barbee

CRD Number: 7074608
Current Firm: Fidelity Personal And Workplace Advisors

Brian Barbee (CRD# 7074608) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, SC and has over 5 years of experience in the finance industry. Brian Barbee has taken additional exams to become a Certified Financial Planner (CFP®).

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Professional Designations
Company Name Location Dates Years
Fidelity Greenville, SC Apr 2021 - Current 3
Edward Jones St Louis, MO Mar 2019 - Apr 2021 2
Unemployed Greenville, SC Oct 2018 - Feb 2019 < 1
Oobe Apparel Design Group Greenville, SC Mar 2015 - Sep 2018 3
Grace Church Greenville, SC Aug 2014 - May 2015 < 1
Circuit Board Medics Greer, SC Aug 2014 - Mar 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Brian Barbee
Phone Number: 617-563-7000
Firm Website: http://www.fidelity.com
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • 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

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, WY

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