Terry BarberCRD Number: 5494428
Current Firm: Wells Fargo Advisors, LLC
Terry Barber (CRD# 5494428) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Phoenix, AZ and has over 6 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Wells Fargo Advisors LLC||Phoenix, AZ||May 2009 - Current||7|
|Wachovia Securities||Phoenix, AZ||Feb 2008 - May 2009||1|
|Beck And Beck Enterprises||Scottsdale, AZ||Apr 2008 - Nov 2008||< 1|
|Sml, Inc.||Scottsdale, AZ||Jan 1999 - Apr 2008||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2010|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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