Gregory Barber, financial advisor Northville MI
93 score

Gregory Barber

CRD Number: 3121606
Current Firm: Invest Financial Corporation

Gregory Barber (CRD# 3121606) is an Investment Advisor Representative working at Invest Financial Corporation in Northville, MI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corp. Tampa, FL Feb 2009 - Current 7
Executive Wealth Management Brighton, MI Aug 2006 - Current 10
Gregory J. Barber, Cpa P.c. Plymouth, MI Jul 2000 - Current 16
Bulls & Bears Financial Services, LLC Plymouth, MI Jun 2000 - Current 16
Barber And Associates Plymouth, MI Jan 2000 - Current 16
Aig - Royal Alliance Plymouth, MI Jun 2004 - Feb 2009 4
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: (813) 880-5300
Registered State(s):
  • AL
  • AZ
  • GA
  • IL
  • WA
  • OR
  • CO
  • FL
  • KY
  • OH
  • TX
  • MI
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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