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Barbara Ina Luttenberger

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$100K
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Location

225 South Lake Avenue, Suite 1020, Pasadena, CA, 91101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Barbara works as a client associate for Snowden Capital Advisors LLC, a broker-dealer, since 2015. This takes about half of Barbara's time, with minimal time spent during core business hours.

Employment History
Current Registrations
Snowden Capital Advisors LLC
December 2015 - Present · 10 yrs 2 mos
Snowden Account Services LLCBroker
April 2015 - Present · 10 yrs 10 mos
Previous Registrations
Quest Capital Strategies, INC.Broker
April 2012 - November 2012 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
December 2009 - March 2010 · 3 mos
Quest Capital Strategies, INC.Broker
October 2006 - December 2007 · 1 yr 2 mos
Quest Capital Strategies, INC.Broker
October 2003 - October 2004 · 1 yr
Interfirst Capital CorporationBroker
August 2000 - October 2001 · 1 yr 2 mos
Wm Financial Services, INC.Broker
May 1998 - August 1998 · 3 mos
Great Western Financial Securities CorporationBroker
August 1994 - May 1998 · 3 yrs 9 mos
The Weil CompanyBroker
September 1990 - January 1994 · 3 yrs 4 mos
Royal Alliance Associates, INC.Broker
November 1989 - July 1990 · 8 mos
Christopher Weil & Company, INCBroker
November 1988 - February 1989 · 3 mos
Integrated Resources Equity CorporationBroker
November 1988 - November 1989 · 1 yr
Christopher Weil & Company, INCBroker
January 1988 - February 1989 · 1 yr 1 mo
E. F. Hutton & Company INCBroker
November 1987 - March 1988 · 4 mos
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.