Barbara Paneral
Barbara Paneral is a registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 Crahen Ave NE, Suite 200, Grand Rapids, MI, 49525
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Infinex Investments, INC.Broker
Essex National Securities, INC.Broker
Citigroup Global Markets INC.Broker
Marketing One Securities, INC.Broker
Concord Brokerage Services, INC.Broker
Invest Financial CorporationBroker
Kemper Financial Services, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
State Registrations19 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.