FB
ChFC
FB
ChFC

Fradel Barber

22 Years of Experience
Miami, FL
1 DisclosureSells Insurance

Fradel Barber is a ChFC-designated registered investment advisor at The World Changers Investments, LLC, based in Miami, FL, with 22 years of industry experience. Fradel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 176 clients with $8.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$8.5M
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Location

7700 N. Kendall Drive, Suite 509, Miami, FL, 33156

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History

Regulatory History (1)
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Customer Dispute
April 2006
Denied
Other Business ActivitiesSells Insurance

Fradel leads The World Changers, LLC, an insurance agency, dedicating nearly full-time hours to it. She is also the CEO of The World Changers Network, LLC, an online education platform, spending about 10-20% of her time on this role.

Employment History
Current Registrations
The World Changers Investments, LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Transamerica Financial Advisors, INC.
January 2012 - April 2023 · 11 yrs 3 mos
Transamerica Financial Advisors, INCBroker
January 2012 - April 2023 · 11 yrs 3 mos
Investment Advisors International, INC.
August 2007 - January 2012 · 4 yrs 5 mos
World Group Securities, INC.Broker
October 2003 - January 2012 · 8 yrs 3 mos
State Registrations4 states
FLGANCNY
Advisor

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.
Fradel Barber - Financial Advisor | TrueAdvisor