Barbara Beckner is a registered investment advisor, based in Westcliffe, CO, with 10 years of industry experience.
Location
595 Hermit Road, Westcliffe, CO, 81252
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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 works as an insurance agent for Allegis Advisor Group and Midland National, dedicating minimal time to each. She is also the owner of Peaks Integrity Wealth Management LLC, a support company, spending about a quarter to half of her time on this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations26 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.