Barbara
Deitel

Guardian Wealth Advisors, LLC

CRD#1196783
Investment Advisor
in Johnson City, TN

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About this Advisor

Barbara Deitel is a certified financial planner based in Johnson City, Tennessee with 2 years of industry experience. Deitel is an advisor for Guardian Wealth Advisors, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Triad Advisors, Inc, Triad Hybrid Solutions and Guardian Wealth Advisors, LLC. Deitel maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to operate in Louisiana, North Carolina and Tennessee. Guardian Wealth Advisors, LLC is an advisory business that has its headquarters in Raleigh, NC. The firm has offices in 11 locations and a total of 39 advisors. It administers $1 billion in assets under management between its 3,119 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 3,119 customer accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Guardian Wealth Advisors, LLC performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules largely depend on which services are offered. However, fees charged by Guardian Wealth Advisors, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4104 N. Roan Street Suite B
Johnson City, TN 37601

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Guardian Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,350,674,710

TN Average: $3,625,019,099
Total Number of Employees

39

TN Average: 22
Total Number of Accounts

3,119

TN Average: 1,917
Average Account Size

$433,047

TN Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Barbara Deitel Work History

Barbara has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Guardian Wealth Advisors,LLC

2016 - 2021 (5 years)

Triad Advisors, Inc

2016 - 2021 (5 years)

Triad Hybrid Solutions

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

*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 Deitel 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 Guardian Wealth Advisors, LLC

Milton Castellanos
Raleigh, NC
Madeleine Freedland
Raleigh, NC
Brian Senske
Raleigh, NC
Matthew Deitel
Johnson City, TN
David Clark
Danvers, MA
Colin Taylor
Raleigh, NC
Nathan Budrow
Danvers, MA
Barbara Deitel
Johnson City, TN

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.

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