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||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1986|
|S65||NASAA Investment Advisors Law Examination||Oct 1993|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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, 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