Steven Barber (CRD# 2265413) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has over 31 years of experience in the finance industry. Steven Barber 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.
CRD# 6112979
11 Financial
CRD# 5973780
Holistic Planning, LLC
CRD# 4621746
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Holistic Planning, LLC | Nacogdoches, TX | Mar 2023 - Current | 1 |
| Edward Jones | Nacogdoches, TX | Sep 1992 - Mar 2023 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
- TX
-
Total Assets Under Management399MILLIONS
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Total Number of Accounts412ACCOUNTS
-
Average Account Value$967,395
- 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)
AR, CA, CO, TN, TX
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