Steven Barlow (CRD# 2361705) is an Investment Advisor Representative working at Edward Jones in Saint Petersburg, FL and has over 30 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | Saint Louis, MO | Aug 2018 - Current | 5 |
Morgan Stanley Private Bank, National Association | New York, NY | Dec 2015 - Aug 2018 | 2 |
Morgan Stanley | St Petersburg, FL | Sep 2015 - Aug 2018 | 2 |
Unemployed | N/a, | Feb 2012 - Aug 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1993 |
S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- FL
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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