Barbour
Bussells

Cary Street Partners

CRD#2367628
Investment Advisor
in Richmond, VA

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About this Advisor

Barbour Bussells is a financial advisor based out of Richmond, Virginia with a total of 1 year of industry experience. Bussells is an employee of Cary Street Partners. During their career, the advisor has held roles at Union Investment Services, Raymond James Financial Services Advisor, Inc, Dixon, Hubard, Feinour & Brown, Inc, Sima Financial Group, Raymond James Financial Services, Inc, Union Bank & Trust and Atlantic Union Bank. Bussells has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to serve investors in Virginia. Cary Street Partners is a firm that has its headquarters in Richmond, VA. It has offices in 14 locations and a total of 134 people on staff. It manages $6 billion in assets between its 11,387 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 50 charitable organizations. Of its 11,387 customer accounts, 31% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm performs a number of services, such as 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. Fees for financial management depend on the type of services provided. Fees charged by Cary Street Partners likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

901 East Byrd Street Suite 1001
Richmond, VA 23219

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Cary Street Partners Brokerage Details

Total Assets Under Management

$5,512,469,144

VA Average: $1,835,309,194
Total Number of Employees

134

VA Average: 32
Total Number of Accounts

11,387

VA Average: 1,458
Average Account Size

$484,102

VA Average: $1,258,785

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

Barbour Bussells Work History

Barbour has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Dixon, Hubard, Feinour & Brown, Inc

2019 - Present (5 years)

Atlantic Union Bank

2017 - 2021 (4 years)

Raymond James Financial Services Advisor, Inc

2017 - 2021 (4 years)

Raymond James Financial Services, Inc

2017 - 2019 (2 years)

Union Bank & Trust

2016 - 2017 (1 year)

Sima Financial Group

2013 - 2016 (3 years)

Union Investment Services

*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 Barbour Bussells 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 Cary Street Partners

John Mccoy
Arlington, VA
Paula Megan
Glen Allen, VA
Mark Smith
Richmond, VA
James Hall
Roanoke, VA
William Allen Ii
Charlotte, NC
Christina Todd
Glen Allen, VA
Janie Faught
San Antonio, TX
Robert Martin
Roanoke, VA

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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