Barbara Rowens (CRD# 5020083) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Upper Gwynedd, PA and has over 18 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ic Advisory Services, Inc. | Upper Gwynedd, PA | Feb 2008 - Current | 16 |
| The Investment Center, Inc. | Upper Gwynedd, PA | Aug 2006 - Current | 17 |
| School District Of Philadelphia | Philadelphia, PA | Mar 1975 - Current | 49 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
- MD
- NJ
- PA
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Total Assets Under Management2,141MILLIONS
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Total Number of Accounts6,011ACCOUNTS
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Average Account Value$356,194
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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