Michael Barber
Michael Barber is a ChFC-designated registered investment advisor at Barber & Associates, based in The Villages, FL, with 41 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 183 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Barber & Associates does not directly manage investments. Instead, Barber recommends third-party money managers to clients. The total annual advisory fee will not exceed 1.25%. A portion of this fee is paid to Barber & Associates, as outlined in the third-party money manager's advisory agreement.
Location
The Villages, FL
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2022Regulatory
January 2011Employment Separation After Allegations
February 2009Regulatory
March 2000Customer Dispute
April 1995Other Business ActivitiesSells Insurance
Michael is a solicitor for Kissling Financial Services and owns Barber & Associates Financial Group, where he solicits and sells life insurance and annuity products, dedicating nearly all of his time to it. He also is the Principal of Wealth Management Network (a financial advisor training firm) and owner of Concierge Tax Preparation, LLC, and is licensed with Estate Docs PMO, dedicating minimal time to each.
Employment History
Current Registrations
Barber & Associates
Previous Registrations
Madison Avenue Securities, INC.Broker
Woodstock Financial Group, INC.Broker
Madison Avenue Advisors, INC.
Madison Avenue Securities, INC.Broker
Nations Financial Group, INC.Broker
Medallion Equities, INC.Broker
The First American Investment Banking CorporationBroker
The Advisors Group, INC.Broker
Pruco Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.