Barbara Trombley, financial advisor Wilbraham MA

Barbara Trombley

CRD Number: 5611841
Current Firm: Trombley Associates

Barbara Trombley (CRD# 5611841) is an Investment Advisor Representative working at Trombley Associates in Wilbraham, MA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Ray Trombley Associates, Llc (dba: Trombley Associates) Wilbraham, MA Mar 2021 - Current 3
Lpl Financial, LLC Wilbraham, MA Jul 2016 - Current 7
Ray Trombley Associates Wilbraham, MA Apr 2009 - Current 14
Lpl Financial Wilbraham, MA Aug 2016 - Nov 2021 5
First Allied Advisory Services, Inc. Wilbraham, MA Jul 2011 - Jul 2016 5
First Allied Securities, Inc. San Diego, CA Apr 2009 - Jul 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2009
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Barbara Trombley
Phone Number: (413) 596-6992
Registered State(s):
  • CT
  • FL
  • ME
  • MA
  • VT
By the Numbers
  • Total Assets Under Management
    56
    MILLIONS
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $160,641
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CT, FL, MA, ME, VT

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