Barbara Comer (CRD# 1014222) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Hartford, CT and has over 33 years of experience in the finance industry. Barbara Comer 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# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | New Hartford, CT | Jul 2020 - Current | 3 |
| Securities America Advisors, Inc. | New Hartford, CT | Jul 2020 - Current | 3 |
| Comer & Greak Financial Consultants | New Haven, CT | Jan 1993 - Current | 31 |
| Investacorp Advisory Services | Miami Lakes, FL | Jun 2007 - Jul 2020 | 13 |
| Investacorp Advisory Services | Miami Lakes, FL | Jun 2007 - Jul 2020 | 13 |
| Investacorp, Inc. | Miami Lakes, FL | Jan 1989 - Jul 2020 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
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- CT
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
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