Linda Barriger
Linda Barriger is a registered investment advisor at Prospera Financial Services, INC., based in Monticello, NY, with 40 years of industry experience. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prospera Financial Services offers investment management through various programs. The fees are based on a percentage of your portfolio's value and are negotiable, but the maximum annual fee is 2.15%. The specific fee and services are agreed upon in an advisory agreement. Fees are typically deducted from your account. Some programs may have additional fees, such as transaction costs or sub-account fees. Prospera also participates in revenue sharing with custodians and other third parties, which creates a conflict of interest.
Location
196 Bridgeville Rd, Monticello, NY, 12701
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Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Linda is a fixed insurance broker, dedicating minimal time to this activity. She is also a member of Professional Women of Sullivan County and Clover Hill Farm LLC, and a notary, none of which are investment-related.
Employment History
Current Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Previous Registrations
Barriger & Barriger IncorporatedBroker
Fahnestock & CO., INC.Broker
Shearson Lehman Hutton INC.Broker
Kingston Securities CorporationBroker
State Registrations25 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.