Barbara Bachelder (CRD# 2666806) is an Investment Advisor Representative working at Wealth By Design, LLC in Greenbrae, CA and has over 28 years of experience in the finance industry. Barbara Bachelder 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth By Design, LLC | Greenbrae, CA | Sep 2003 - Current | 20 |
| Wealth By Design | Greenbrae, CA | Oct 2000 - Current | 23 |
| Financial Telesis | San Rafael, CA | Oct 2000 - Aug 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
- CA
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Total Assets Under Management64MILLIONS
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Total Number of Accounts71ACCOUNTS
-
Average Account Value$894,505
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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