John BarbourCRD Number: 1284838
Current Firm: First Allied Advisory Services, Inc.
John Barbour (CRD# 1284838) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Pittsburgh, PA and has over 33 years of experience in the finance industry. John Barbour 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.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|First Allied Advisory Services, Inc.||Chesterfield, MO||Jul 2012 - Current||5|
|First Allied Securities, Inc.||San Diego, CA||Jan 2008 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
|S66||NASAA Uniform Combined State Law Examination||Mar 2004|
Total Assets Under Management4,543MILLIONS
Total Number of Accounts23,384ACCOUNTS
Average Account Value$194,276
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY