Stephany Barber, financial advisor San Diego CA

Stephany Barber

CRD Number: 7020893
Current Firm: First Command Advisory Services

Stephany Barber (CRD# 7020893) is an Investment Advisor Representative working at First Command Advisory Services in San Diego, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
First Command Insurance Services, Inc. Fort Worth, TX Nov 2019 - Current 3
First Command Financial Planning, Inc. Fort Worth, TX Nov 2019 - Current 3
First Command Advisory Services, Inc. Fort Worth, TX Nov 2019 - Current 3
First Command Financial Planning, Inc. Fort Worth, TX Jan 2019 - Nov 2019 < 1
Commercial Builders, Inc. San Diego, CA Dec 2014 - Jul 2019 4
Shapiro And Company, And Accountancy Corporation San Diego, CA Sep 2014 - Dec 2014 < 1
Charlotte Russe San Diego, CA Jul 2010 - Sep 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Stephany A. Barber
Phone Number: 817-731-8621
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    18,869
    MILLIONS
  • Total Number of Accounts
    98,324
    ACCOUNTS
  • Average Account Value
    $191,906
Compensation Options
  • A percentage of assets under your management
  • 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

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, VT, WA, WI, WV, WY

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