Unclaimed Profile

Linda Ann Barlow

BARLOW, LINDA, ANN·SANTA ANA, California

Series 7, Series 24Clean record4 years registeredBARLOW, LINDA, ANN

2700 N. MAIN STREET, SANTA ANA, CA 92705-6638CRD# 1294972Firm CRD# 111643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Linda Ann Barlow · SANTA ANA, CA

Registration

CRD #1294972 · BARLOW, LINDA, ANN · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BARLOW, LINDA, ANN

LINDA A. BARLOW, CFP

Apr 2022 – Dec 2024

SANTA ANA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Registration record

First registered · April 21, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BARLOW, LINDA, ANN

CRD 111643 · SEC 801-60157

AUM

$240M

Regulatory assets under management

Employees

686 client accounts

Services offered by BARLOW, LINDA, ANN

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BARLOW, LINDA, ANN →

Introduction

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Frequently Asked Questions

What services does Linda Ann Barlow offer?

Linda Ann Barlow specializes in Financial Planning, Investment Management.

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, last registered with BARLOW, LINDA, ANN.

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.

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