Barbara HealyCRD 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 41 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.
Transamerica Financial Advisors, Inc.
Suttle Crossland Wealth Advisors, LLC
Dynamic Wealth Partners, LLC
|Nfp Retirement||Aliso Viejo, CA||Aug 2016 - Current||5|
|Sst Benefits Consulting & Insurance Services, Inc.||El Dorado Hills, CA||Jun 2007 - Current||15|
|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|
Total Assets Under Management78,718MILLIONS
Total Number of Accounts3,797ACCOUNTS
Average Account Value$20,731,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NY, OH, OR, PA, PR, SC, TN, TX, VA, WI, WY
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