Barbara
Little
Moors & Cabot, Inc
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About this Advisor
Barbara Little is a financial advisor who works in Winter Park, Florida who has 10 years of relevant experience. Little works at Moors & Cabot, Inc. They have been employed by Moors & Cabot, Inc for their total career. Little maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Moors & Cabot, Inc is an advisory firm that has its headquarters in Boston, MA. The firm has offices in 11 locations and a total of 148 financial advisors. It manages $2 billion in assets under management between its 4,041 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 73 charities and foundations. Of its 4,041 accounts, just 2% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on the type of financial services offered. Fees billed by Moors & Cabot, Inc most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moors & Cabot, Inc Brokerage Details
$2,237,487,715
148
4,041
$553,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Barbara Little Work History
Barbara has been registered as a financial advisor for 10 years.*
Moors & Cabot
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Barbara Little to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Moors & Cabot, Inc
Winter Park, FL
Westport, CT
Phoenix, AZ
Youngstown, OH
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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