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Barbara Wooden

Primerica Advisors
18 Years of Experience
Lake Worth, FL
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Barbara Wooden is a registered investment advisor at Primerica Advisors, based in Lake Worth, FL, with 18 years of industry experience. Barbara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.

Primerica Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3900 Woodlake Blvd, Ste 302 H, Lake Worth, FL, 33463

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2025
Pending
Judgment / Lien
September 2011
Employment Separation After Allegations
September 2011
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Barbara sells investment-related products for companies affiliated with PFS Investments Inc. She also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc., is President/CEO of Agape Marine Ventures, and is a Medicare Agent with Senior Services of NA.

Employment History
Current Registrations
Primerica Advisors
October 2013 - Present · 13 yrs
PFS Investments INC.Broker
August 2013 - Present · 13 yrs 2 mos
Previous Registrations
PNC Investments
November 2009 - September 2011 · 1 yr 10 mos
PNC InvestmentsBroker
November 2009 - September 2011 · 1 yr 10 mos
Natcity Investments, INC.
April 2008 - November 2009 · 1 yr 7 mos
Natcity Investments, INC.Broker
April 2008 - November 2009 · 1 yr 7 mos
Ameriprise Financial Services, INC.
September 2005 - November 2007 · 2 yrs 2 mos
Ameriprise Financial Services, INC.Broker
September 2005 - November 2007 · 2 yrs 2 mos
Ids Life Insurance CompanyBroker
September 2005 - July 2006 · 10 mos
State Registrations5 states
FLGANJSCVA
AdvisorBrokerBoth

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.
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