Barbara Wirick is a registered investment advisor, based in Coldwater, MI, with 36 years of industry experience.
Location
Coldwater, MI
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Barbara is an independent insurance agent for various independent insurance companies, dedicating a few hours per week. She is also an advisory representative of a Registered Investment Advisor, spending full-time hours on this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.
October 2012 - Present · 13 yrs 7 mos
Cambridge Investment Research Advisors, INC.
October 2012 - Present · 13 yrs 7 mos
Cambridge Investment Research, INC.Broker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
VALIC Financial Advisors, INC.
August 2003 - October 2012 · 9 yrs 2 mos
VALIC Financial Advisors, INC.Broker
December 1998 - October 2012 · 13 yrs 10 mos
The Variable Annuity Marketing CompanyBroker
February 1990 - December 2001 · 11 yrs 10 mos
State Registrations4 states
INMINYTX
AdvisorBrokerBoth
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
No exam information available for this advisor.