Brian Barbee (CRD# 7074608) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, SC and has over 4 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4689658
Dinergy
CRD# 4456936
Apex Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity | Greenville, SC | Apr 2021 - Current | 2 |
| 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 |
| Unemployed | Greenville, SC | Jun 2014 - Jul 2014 | < 1 |
| Shafer Huguley Marketing Communications | Greenville, SC | Jan 2014 - May 2014 | < 1 |
| Clemson University | Clemson, SC | Aug 2010 - May 2014 | 3 |
| First Presbyterian Church | Florence, SC | May 2013 - Jun 2013 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- SC
-
Total Assets Under Management652,548MILLIONS
-
Total Number of Accounts1,712,247ACCOUNTS
-
Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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