TB
CFP
TB
CFP
Theodore Barger is a CFP-designated registered investment advisor, based in Charlottesville, VA, with 31 years of industry experience. Theodore is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1425 Seminole Trail, Charlottesville, VA, 22901
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2018Denied
Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
July 2013 - January 2018 · 4 yrs 6 mos
Bb&t Investment Services, INC.Broker
July 2013 - January 2018 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2009 - November 2012 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2012 · 3 yrs 1 mo
Pacific Select Distributors, INC.Broker
May 2004 - August 2009 · 5 yrs 3 mos
Ohio National Equities, INC.Broker
March 1998 - May 2004 · 6 yrs 2 mos
Capital Brokerage CorporationBroker
December 1997 - March 1998 · 3 mos
Forth Financial Securities, CorporationBroker
November 1994 - December 1997 · 3 yrs 1 mo
State Registrations20 states
ALAZCTDCFLGAKYMAMDMOMTNCNHNJOHPASCTXVAWV
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.
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