Barbara Headley, financial advisor Malton NJ

Barbara Headley

CRD Number: 1647236
Current Firm: Commonwealth Financial Network

Barbara Headley (CRD# 1647236) is an Investment Advisor Representative working at Commonwealth Financial Network in Malton, NJ and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Marlton, NJ Jan 2024 - Current < 1
Willow Ridge Executive Office Park Marlton, NJ Jan 2014 - Current 10
Bridge Marketing Group LLC Marlton, NJ Oct 2004 - Current 19
Hb Real Estate + Develop. LLC Marlton, NJ Apr 2002 - Current 21
Ridge Realty 750 LLC Marlton, NJ Jan 1989 - Current 35
Barbara A Headley Clu, Chfc Marlton, NJ Jan 1989 - Current 35
Cetera Advisors LLC Denver, CO Oct 2016 - Jan 2024 7
Investors Capital Corp. West Berlin, NJ Jul 1996 - Oct 2016 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Barbara A. Headley
Phone Number: 781-736-0700
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, VI, VT, WA, WI, WV, WY

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