Barbara Field-Gilroy (CRD# 1383487) is an Investment Advisor Representative working at Morgan Stanley in Greenwood Village, CO and has over 35 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Greenwood Village, CO | Dec 2022 - Current | 1 |
| Cuso Financial Services, LP | San Diego, CA | Feb 2019 - Dec 2022 | 3 |
| Bellco Cu | Centennial, CO | Feb 2019 - Dec 2022 | 3 |
| Jpmorgan Chase Bank | Englewood, CO | Oct 2017 - Feb 2019 | 1 |
| Jp Morgan Securities LLC | Englewood, CO | Oct 2017 - Feb 2019 | 1 |
| Strategic Advisors, Inc. | Greenwood Village, CO | Dec 2016 - Oct 2017 | < 1 |
| Fidelity Brokerage Services LLC | Greenwood Village, CO | Oct 2016 - Oct 2017 | 1 |
| Fidelity Investments | Greenwood Village, CO | Oct 2016 - Oct 2017 | 1 |
| Gilroy Graphic Design | Englewood, CO | Apr 2011 - Oct 2017 | 6 |
| Edward Jones | Denver, CO | Oct 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1988 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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- Performance-based fees
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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- Educational seminars/workshops
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