Francis
Barbieri

Icma Retirement Corporation

CRD#4460435
Investment Advisor
in Washington, DC
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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

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

777 North Capitol Street Ne, Suite 600
Washington, DC 20002-4240

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Icma Retirement Corporation Brokerage Details

Total Assets Under Management

$2,506,042,249

DC Average: $4,886,152,200
Total Number of Employees

873

DC Average: 60
Total Number of Accounts

2

DC Average: 205
Average Account Size

$1,253,021,124

DC Average: $23,834,889

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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

Francis Barbieri Work History

Francis has 14 years of experience.

2004 - Present (15 years)

Icma Retirement Corporation

Disclosures

Francis Barbieri has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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