BB
BB

Barwick Odessa Barfield

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
282 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
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Location

475 Springfield Ave, Suite 1, Summit, NJ, 07901

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Barwick is an independent insurance agent since 2007, dedicating a few hours per week to this activity. He is also an investment advisor with TLG Advisors Inc, spending about half his time on this securities-related role.

Employment History
Current Registrations
Tlg Advisors, INC.
March 2007 - Present · 18 yrs 11 mos
The Leaders Group, INC.Broker
February 2007 - Present · 19 yrs
Previous Registrations
Summit Financial Group INC
May 2003 - February 2006 · 2 yrs 9 mos
Summit Brokerage Services, INC.Broker
March 2003 - February 2006 · 2 yrs 11 mos
Coleman & Company Securities, INC.Broker
July 2001 - August 2002 · 1 yr 1 mo
Locust Street Securities, INC.Broker
December 1999 - March 2000 · 3 mos
Providian Securities CorporationBroker
September 1996 - August 1997 · 11 mos
Providian Securities CorporationBroker
May 1994 - September 1995 · 1 yr 4 mos
State Registrations4 states
GALASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.