Barbara Greatwood is a CFP-designated registered investment advisor, based in Centralia, WA, with 28 years of industry experience.
Location
620 West Main, Centralia, WA, 98531
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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 is an insurance agent since 1998 and is involved with two non-profit organizations, including being a board member for one, dedicating a few hours per week. She is also the sole member of Greatwood Wealth Management, LLC and a partner in Northwest Planning & Investments, LLC, dedicating full-time to each.
Employment History
Current Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Ragen Mackenzie Investment Services, LLCBroker
State Registrations1 state
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