Gregory Barber, financial advisor Brighton MI

Gregory Barber

CRD Number: 3121606
Current Firm: Executive Wealth Management, LLC

Gregory Barber (CRD# 3121606) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Executive Wealth Management, LLC Brighton, MI May 2023 - Current < 1
Ewm Tax Solutions, LLC Northville, MI Jan 2020 - Current 4
Ewm Capital, LLC Brighton, MI Feb 2017 - Current 7
Bulls & Bears Financial Services, LLC Plymouth, MI Jun 2000 - Current 23
Gregory J. Barber, Cpa P.c. Dba Barber & Associates Cir. 01/2000 Northville, MI Sep 1994 - Current 29
Executive Wealth Management, LLC Brighton, MI Dec 2022 - May 2023 < 1
Executive Wealth Management, LLC Brighton, MI Jan 2021 - Dec 2022 1
Private Client Services, LLC Louisville, KY Jun 2017 - Dec 2022 5
Executive Wealth Management, LLC Brighton, MI Feb 2017 - Jan 2021 3
Invest Financial Corp. Tampa, FL Feb 2009 - Jun 2017 8
Executive Wealth Management, LLC Brighton, MI Aug 2006 - Jan 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Gregory J. Barber
Phone Number: 810-229-6446
Registered State(s):
  • FL
  • MI
By the Numbers
  • Total Assets Under Management
    1,439
    MILLIONS
  • Total Number of Accounts
    7,577
    ACCOUNTS
  • Average Account Value
    $189,881
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MO, NC, NY, OH, PA, SC, TX, VA, WA, WI

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