Barbara Bauer
Barbara Bauer is a registered investment advisor at VALIC Financial Advisors, INC., based in Mount Laurel, NJ, with 37 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
307 Fellowship Road, Suite 205, Mount Laurel, NJ, 08054
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2014Other Business ActivitiesSells Insurance
Barbara is an agent for AGIA, selling non-securities insurance products. This requires a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Cco Investment Services CORP.Broker
Cco Investment Services CORP.
TD Wealth Management Services INC.
TD Wealth Management Services INC.Broker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Isfa CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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.