Barbara Deitel, financial advisor Johnson City TN

Barbara Deitel

CRD Number: 1196783
Current Firm: Guardian Wealth Advisors, LLC

Barbara Deitel (CRD# 1196783) is an Investment Advisor Representative working at Guardian Wealth Advisors, LLC in Johnson City, TN and has over 24 years of experience in the finance industry. Barbara Deitel 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
Guardian Wealth Advisors,llc Raleigh, NC Jul 2021 - Current 2
Triad Advisors, Inc. Norcross, GA May 2016 - Jun 2021 5
Triad Hybrid Solutions Norcross, GA May 2016 - Jun 2021 5
Wells Fargo Advisors LLC Johnson City, TN Feb 2010 - May 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Barbara E. Deitel
Phone Number: 919-874-1900
Registered State(s):
  • LA
  • NC
  • TN
By the Numbers
  • Total Assets Under Management
    1,351
    MILLIONS
  • Total Number of Accounts
    3,119
    ACCOUNTS
  • Average Account Value
    $433,047
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, GA, LA, MA, MN, MS, NC, NH, PA, SC, TN, TX, VA

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