Barbara Healy, financial advisor Scottsdale AZ

Barbara Healy

CRD Number: 712443
Current Firm: Nfp Retirement Inc.

Barbara Healy (CRD# 712443) is an Investment Advisor Representative working at Nfp Retirement Inc. in Scottsdale, AZ and has over 43 years of experience in the finance industry. Barbara Healy 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
Nfp Retirement Aliso Viejo, CA Aug 2016 - Current 7
Sst Benefits Consulting & Insurance Services, Inc. El Dorado Hills, CA Jun 2007 - Current 16
Cuna Mutual Group Waverly, IA Apr 2008 - Jan 2015 6
Cuna Brokerage Services, Inc. Waverly, IA Apr 2008 - Jan 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1980
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Barbara A. Healy
Phone Number: 949-460-9898
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    75,046
    MILLIONS
  • Total Number of Accounts
    5,162
    ACCOUNTS
  • Average Account Value
    $14,538,219
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, VT, WA, WI, WV, WY

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