Glen
Barber
Cape Investment Advisory, Inc
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About this Advisor
Glen Barber is a certified financial planner working out of Woodstock, Georgia who has 6 years of relevant experience. Barber is currently employed by Cape Investment Advisory, Inc. Their career trajectory has included roles at Barber Lackey Financial Group, #Ia Barber Lackey Financial Group and Cape Securities Inc. Barber maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Alabama, California, Georgia, Indiana and Texas. Cape Investment Advisory, Inc is a financial advisory business that has its headquarters in Mcdonough, GA. It has offices in 29 locations and a total of 139 advisors. It controls $299 million in assets across its 1,589 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,589 customer accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Cape Investment Advisory, Inc offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees vary depending on which services are provided. Fees billed by Cape Investment Advisory, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cape Investment Advisory, Inc Brokerage Details
$298,865,172
139
1,589
$188,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Glen Barber Work History
Glen has been registered as a financial advisor for 6 years.*
Cape Securities Inc
#Ia Barber Lackey Financial Group
Barber Lackey Financial Group
*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 Glen Barber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
