Icma Retirement Corporation
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About this Advisor
Francis Barbieri is a certified financial planner who lives in Washington, D.C. Currently a registered financial advisor with Icma Retirement Corporation, Barbieri has 14 years of experience in the financial advisory industry. Barbieri maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Barbieri can serve investors based out of Alabama, Arkansas, Connecticut, Idaho, Iowa, Alaska, Washington, D.C., Florida, Hawaii, Arizona, Indiana, California, Delaware, Colorado, Illinois, Georgia, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington, West Virginia, Wisconsin, South Dakota, Ohio, Oregon and Utah. Barbieri has worked their complete career at Icma Retirement Corporation. Icma Retirement Corporation is located in Washington, D.C. As a registered advisory firm, Icma Retirement Corporation oversees $47 billion in assets dispersed across 57 client accounts and retains more than 865 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 57 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Icma Retirement Corporation can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Icma Retirement Corporation Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Francis Barbieri Work History
Francis has 14 years of experience.
Icma Retirement Corporation
Francis Barbieri has no disclosures.
Please visit their SEC profile for more details.