Linda A. Barlow, Cfp
Linda A. Barlow, Cfp (CRD# 111643) is a financial advisory firm headquartered in Santa Ana, CA. They manage $239,644,680 in 686 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Linda A. Barlow, Cfp
By the Numbers
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Total Assets Under Management240MILLION
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Total Number of Accounts686ACCOUNTS
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Average Account Value$349,336
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
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, TX
Financial Advisors at Linda A. Barlow, Cfp
1
Linda Barlow (CRD# 1294972) is an Investment Advisor Representative working at Linda A. Barlow, Cfp in Santa Ana, CA and has 1 year of experience in the finance industry.
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