Barbour
Bussells

Cary Street Partners

CRD#2367628
Investment Advisor
in Glen Allen, VA

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About this Advisor

Barbour Bussells is a financial advisor based in Glen Allen, Virginia, working with Cary Street Partners. Barbour has previously held positions at Union Investment Services, Raymond James Financial Services Advisor, Inc, Atlantic Union Bank, Cary Street Partners, Dixon, Hubard, Feinour & Brown, Inc, Sima Financial Group, Raymond James Financial Services, Inc, and Union Bank & Trust. Barbour has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Dakota and Virginia. Currently, Barbour is part of Cary Street Partners, which operates out of Glen Allen, Virginia. The firm has 16 offices and 144 employees. The firm manages assets totaling $7.0 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 institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cary Street Partners includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 66

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, Others

Office Location

4401 Waterfront Drive Suite 250
Glen Allen, VA 23060

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Cary Street Partners Brokerage Details

Total Assets Under Management

$6,977,336,124

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

144

VA Average: 32
Total Number of Accounts

12,547

VA Average: 1,458
Average Account Size

$556,096

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

2022 - Present (2 years)

Cary Street Partners

2021 - 2022 (1 year)

Dixon, Hubard, Feinour & Brown, Inc

2019 - 2022 (3 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

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

Matthew Cornfield
Charlottesville, VA
Michael Ciccone
Summit, NJ
William Richmond
Charlotte, NC
John Hubard
Roanoke, VA
Brittany Mcbride
Fredericksburg, VA
Kimberly Smith
Greenville, SC
Paula Megan
Glen Allen, VA
Alan Reef
Summit, NJ

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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