Barbara
Headley
Cetera Advisors LLC
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About this Advisor
Barbara Headley is a chartered financial consultant working out of Marlton, New Jersey with a total of 7 years of industry experience. Headley is an employee of Cetera Advisors LLC. The advisor has gained experience at Investors Capital Corp, Hb Real Estate + Develop. LLC, Bridge Marketing Group LLC, Ridge Realty 750 LLC, Cetera Advisors LLC, Barbara A Headley Clu, Chfc and Willow Ridge Executive Office Park. Headley has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey and Texas. Cetera Advisors LLC is a financial advisory firm headquartered in Englewood, CO. It has offices in 692 locations and a total of 1,047 employees. It administers $21 billion in assets between its 90,646 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 294 charities and foundations. Of its 90,646 client accounts, 26% belong to high-net-worth clients who have at least $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees depend on which service is offered. However, fees charged by Cetera Advisors LLC can include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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
- Educational seminars/workshops
Barbara Headley Work History
Barbara has been registered as a financial advisor for 7 years.*
Cetera Advisors LLC
Willow Ridge Executive Office Park
Bridge Marketing Group LLC
Hb Real Estate + Develop. LLC
Ridge Realty 750 LLC
Barbara A Headley Clu, Chfc
Investors Capital Corp
*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 Headley 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 Cetera Advisors LLC
Westborough, MA
Orlando, FL
Boca Raton, FL
Missoula, MT
San Diego, CA
Saint Louis, MO
Lake Oswego, OR
Franklin, WI
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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