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
2700 N. Main Street, Ste 850, Santa Ana, CA 92705
By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    686
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Linda A. Barlow, Cfp
Showing 1 - 1 of 1 top financial advisors.
1
Linda Barlow, financial advisor Santa Ana CA
Linda A. Barlow
CRD#: 1294972
2700 N. Main Street, Ste 850, Santa Ana, CA 92705

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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