Benjamin Barbour, financial advisor Reston VA
90 score

Benjamin Barbour

CRD Number: 5948847
Current Firm: Kalos Management

Benjamin Barbour (CRD# 5948847) is an Investment Advisor Representative working at Kalos Management in Reston, VA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Kalos Capital, Inc. Alpharetta, GA Aug 2013 - Current 3
Kalos Management Alpharetta, GA Jul 2013 - Current 3
Clark & Associates, Inc. Reston, VA Sep 2011 - Current 5
Madison Avenue Securities, Inc. Reston, VA Jun 2011 - Aug 2013 2
Aec Software Sterling, VA Apr 2009 - Jan 2012 2
Unemployed Sterling, VA Aug 2008 - Mar 2009 < 1
Infinity Qs Chantilly, VA Dec 2007 - Aug 2008 < 1
Powerhouse Remodeling Springfield, VA Aug 2007 - Nov 2007 < 1
Appian Corp. Tysons Corner, VA Dec 2006 - Jul 2007 < 1
Dreamhome Remodeling Springfield, VA Sep 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Benjamin P. Barbour
Phone Number: 678-356-1100
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    358
    MILLIONS
  • Total Number of Accounts
    3,787
    ACCOUNTS
  • Average Account Value
    $94,470
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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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