Barbara HalperinCRD Number: 1373527
Current Firm: Raymond James & Associates, Inc.
Barbara Halperin (CRD# 1373527) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Port Charlotte, FL and has over 31 years of experience in the finance industry.
Seacure Advisors LLC
Alkire Financial Advisory, Inc.
Raymond James Financial Services Advisors, Inc.
|Raymond James & Associates, Inc.||Port Charlotte, FL||Feb 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1986|
|S65||NASAA Investment Advisors Law Examination||Oct 1993|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)