Christopher
Barbee

Stifel, Nicolaus & Company, Inc

CRD#3163291
Investment Advisor
in Greensboro, NC

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About this Advisor

Christopher Barbee is a financial advisor based in Greensboro, North Carolina, working with Stifel, Nicolaus & Company, Inc. Christopher has previously held positions at Oppenheimer & Co Inc and Stifel Nicolaus & Co Inc. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Christopher is part of Stifel, Nicolaus & Company, Inc, which operates out of Greensboro, North Carolina. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

629 Green Valley Road Ste 211
Greensboro, NC 27408

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

NC Average: $11,469,110,461
Total Number of Employees

6,534

NC Average: 458
Total Number of Accounts

348,524

NC Average: 33,415
Average Account Size

$428,231

NC Average: $343,232

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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Christopher Barbee Work History

2017 - Present (7 years)

Stifel Nicolaus & Co Inc

2014 - 2017 (3 years)

Oppenheimer & Co Inc

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Disclosures

Please visit the SEC profile of Christopher Barbee 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 Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Paul Vidovich
Greensboro, NC
Michelle Marks
Louisville, KY
Lawrence Stater
Santa Rosa, CA
Michael Stiuso
Garden City, NY
Robert Price
Center Valley, PA
Jeffrey Aders
Billings, MT
Eduardo Delgado
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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