Stephany BarberCRD 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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|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|
Total Assets Under Management18,869MILLIONS
Total Number of Accounts98,324ACCOUNTS
Average Account Value$191,906
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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