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Barbara Loew

27 Years of Experience
Palm Beach Gardens, FL
Broker

Barbara Loew is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3825 Pga Boulevard, Ste 601, Palm Beach Gardens, FL, 33410

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History

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.

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Employment History
Current Registrations
Wells Fargo Advisors
July 2024 - Present · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2024 - Present · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Wells Fargo Advisors
June 2021 - July 2024 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2011 - July 2024 · 12 yrs 10 mos
Wells Fargo Advisors, LLC
September 2011 - December 2012 · 1 yr 3 mos
Morgan Stanley Smith Barney LLC
May 2010 - September 2011 · 1 yr 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2011 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
October 2004 - June 2009 · 4 yrs 8 mos
Wachovia Securities, LLCBroker
July 2003 - November 2004 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
October 1998 - July 2003 · 4 yrs 9 mos
State Registrations9 states
ALCACTFLIDNJNYPAUT
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.
Barbara Loew - Financial Advisor | TrueAdvisor