Barbara Paige is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 13 years of industry experience. Barbara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814
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 →Other Business Activities
Barbara is the owner of Segora Consulting LLC, a financial advisory practice. She dedicates full-time hours to this activity, including some time during trading hours.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Riverrock Capital Management LLC
Riverrock Securities, LLCBroker
State Registrations12 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.
Exams
More Advisors
- Joseph HanneyWells Fargo Advisors
- Donald Dearie, CFPWells Fargo Advisors
- Steven Nuetzel, CFPWells Fargo Advisors
- Christopher Kelly, CFPWells Fargo Advisors
- Jeffrey MunsonWells Fargo Advisors
- John Benjamin, CFPWells Fargo Advisors