Gregory Barber, financial advisor Radnor PA

Gregory Barber

CRD Number: 5700979
Current Firm: Securities America Advisors, Inc.

Gregory Barber (CRD# 5700979) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Radnor, PA and has over 11 years of experience in the finance industry. Gregory Barber 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.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. Radnor, PA Jul 2020 - Current 3
Securities America Advisors, Inc. Radnor, PA Jul 2020 - Current 3
Highland Capital Brokerage Radnor, PA Nov 2016 - Current 7
Investacorp Advisory Services Miami, FL Jul 2017 - Jul 2020 3
Investacorp Inc. Miami, FL Jul 2017 - Jul 2020 3
Lombard International Philadelphia, PA Jun 2014 - Oct 2016 2
Highland Capital Brokerage King Of Prussia, PA Aug 2009 - May 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Gregory Barber
Phone Number: 402-399-9111
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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, WY

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