Bill Barba
Bill Barba is a registered investment advisor at Equitable Advisors, LLC, based in Woodbridge, NJ, with 14 years of industry experience. Bill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
90 Woodbridge Center Drive, 7th Floor, Woodbridge, NJ, 07095
Get directionsHistory
Regulatory History (1)
Criminal
July 1990Other Business Activities
Bill is the CEO/Owner/Landlord for BBNY Consulting, LLC and several rental properties in New York. This activity takes about 10-20% of his time and provides $25,000 in annual compensation.
Employment History
Current Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Southeast Investments, N.c., INC.Broker
National Securities CorporationBroker
Meyers Associates, L.P.Broker
Salomon Grey Financial CorporationBroker
Lcp Capital CORP.Broker
Shamrock Partners, LTDBroker
J.P. Turner & Company, L.L.C.Broker
Meyers Pollock Robbins, INC.Broker
R.D. White & CO., INC.Broker
First Cambridge Securities CorporationBroker
State Registrations3 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.