Barbara Adamson, financial advisor San Francisco CA
96 score

Barbara Adamson

CRD Number: 1987631
Current Firm: Wetherby Asset Management

Barbara Adamson (CRD# 1987631) is an Investment Advisor Representative working at Wetherby Asset Management in San Francisco, CA and has over 25 years of experience in the finance industry. Barbara Adamson 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
Wetherby Asset Management San Francisco, CA Jun 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Barbara G. Adamson
Phone Number: 415-399-9159
Firm Website: https://www.wetherby.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,840
    MILLIONS
  • Total Number of Accounts
    3,193
    ACCOUNTS
  • Average Account Value
    $1,202,537
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CT, FL, IL, MA, MD, NH, NJ, NV, NY, OR, PA, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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