Barbara Oleary
Barbara Oleary is a registered investment advisor at Cetera Investment Advisers LLC, based in Alexandria, VA, with 32 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
101 S Whiting St Ste 203, Alexandria, VA, 22304
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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 ActivitiesSells Insurance
Barbara offers fixed insurance products including life, health, disability, fixed annuities, and long-term care. She also does tax preparation through Barbara J. O'Leary LLC and is a Master Certified Estate Planner doing will and trust planning, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Dondero & Associates, LTD
Fortis Investors, INC.Broker
Princor Financial Services CorporationBroker
State Registrations9 states
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