Barbara Doran (CRD# 1308785) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 23 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Spire Investment Partners | New York, NY | Jun 2018 - Current | 5 |
Yorkbridge Wealth Partners, LLC | New York, NY | Jul 2016 - Jun 2018 | 1 |
Lebenthal And Co, LLC | New York, NY | Aug 2015 - Jul 2016 | < 1 |
Lebenthal Asset Management, LLC | Nyc, NY | Aug 2015 - Jul 2016 | < 1 |
Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Aug 2015 | < 1 |
Morgan Stanley Smith Barney | New York, NY | Jul 2011 - Aug 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2000 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- CT
- NY
-
Total Assets Under Management4,778MILLIONS
-
Total Number of Accounts15,951ACCOUNTS
-
Average Account Value$299,526
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.