Benjamin BarbourCRD Number: 5948847
Current Firm: Fountainhead Fiduciary, LLC
Benjamin Barbour (CRD# 5948847) is an Investment Advisor Representative working at Fountainhead Fiduciary, LLC in Reston, VA and has over 11 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Arete Wealth Management, LLC||Chicago, IL||Oct 2022 - Current||< 1|
|Fountainhead Fiduciary, LLC||Reston, VA||Mar 2020 - Current||3|
|Kalos Capital, Inc.||Alpharetta, GA||Aug 2013 - Sep 2022||9|
|Kalos Management||Alpharetta, GA||Jul 2013 - Apr 2020||6|
|Madison Avenue Securities, Inc.||Reston, VA||Jun 2011 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management6MILLIONS
Total Number of Accounts34ACCOUNTS
Average Account Value$165,810
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
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