Glen Barber, financial advisor Woodstock GA

Glen Barber

CRD Number: 2201253
Current Firm: Cape Investment Advisory, Inc.

Glen Barber (CRD# 2201253) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Woodstock, GA and has over 30 years of experience in the finance industry. Glen Barber 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
Cape Securities Inc. Mcdonough, GA Sep 2008 - Current 14
#ia Barber Lackey Financial Group Atlanta, GA Apr 2002 - Current 20
Barber Lackey Financial Group Atlanta, GA Oct 1999 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination Feb 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Glen J. Barber
Phone Number: 678-583-1120
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    284
    MILLIONS
  • Total Number of Accounts
    913
    ACCOUNTS
  • Average Account Value
    $310,779
Compensation Options
  • A percentage of assets under your management
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IN, LA, MA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI

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