AdvisorOS Directory
Claim Profile
LB

Linda Ann Barlow

BARLOW, LINDA, ANN·SANTA ANA, California
Unclaimed Profile
2700 N. MAIN STREET, SANTA ANA, CA 92705-6638CRD# 1294972Firm CRD# 111643
01

About

Linda Ann Barlow is a registered financial advisor based in SANTA ANA, California, affiliated with BARLOW, LINDA, ANN. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BARLOW, LINDA, ANN
LINDA A. BARLOW, CFP
AUM
$240M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BARLOW, LINDA, ANN →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1294972
Firm CRD# 111643
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA ANA?

Browse all registered financial advisors in SANTA ANA, California or claim this profile if it's yours.

Browse SANTA ANA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Linda Ann Barlow offer?
Linda Ann Barlow specializes in Financial Planning, Investment Management. Contact their office in SANTA ANA, California for a consultation.
What are Linda Ann Barlow's credentials?
Linda Ann Barlow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda Ann Barlow located?
Linda Ann Barlow is based in SANTA ANA, California, working with BARLOW, LINDA, ANN. Their office serves clients in the SANTA ANA metropolitan area and surrounding communities.
How does Linda Ann Barlow charge for services?
Linda Ann Barlow's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARLOW, LINDA, ANN?
BARLOW, LINDA, ANN has approximately 1 employees and manages $240M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SANTA ANA
John Joseph Lewis — LCM ADVISORY SERVICES, LLCJared Seth Gordon — MCA REALTY, INCPeter Cheng — MCA REALTY, INCRonald Stanley Latin — LIBERTY WEALTH MANAGEMENT, LLCThomas Edward Raguse — LCM ADVISORY SERVICES, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile