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
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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