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Michael Hunter Barber

ChFC®, CLU®
BARBER & ASSOCIATES
The Villages, FL
·CRD# 1061127·44 years experience

Professional Summary

Michael Hunter Barber, ChFC®, CLU® is a registered financial advisor currently at BARBER & ASSOCIATES located in The Villages, Florida. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Michael has worked at 9 firms and has passed the Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

ChFC®
Chartered Financial Consultant
CLU®
Chartered Life Underwriter

Years of Experience

44 years in the financial services industry

Current & Past Employments

BARBER & ASSOCIATES·CRD# 154678
RIA
The Villages, FL
June 1, 2011 - Present
MADISON AVENUE SECURITIES, LLC·CRD# 23224
BD
San Diego, CA
December 21, 2009 - March 19, 2010
WOODSTOCK FINANCIAL GROUP, INC.·CRD# 38095
BD
Woodstock, GA
May 12, 2009 - December 21, 2009
MADISON AVENUE ADVISORS, INC.·CRD# 137461
RIA
Orlando, FL
October 9, 2006 - February 27, 2009
MADISON AVENUE SECURITIES, LLC·CRD# 23224
BD
Orlando, FL
September 28, 2006 - February 27, 2009
NATIONS FINANCIAL GROUP, INC.·CRD# 44181
BD
Apopka, FL
January 3, 2003 - September 27, 2006
MEDALLION EQUITIES, INC.·CRD# 43399
BD
Marietta, GA
June 5, 2001 - January 2, 2003
THE FIRST AMERICAN INVESTMENT BANKING CORPORATION·CRD# 39263
BD
Tampa, FL
May 20, 1999 - June 18, 2001
THE ADVISORS GROUP, INC.·CRD# 14035
BD
Bethesda, MD
July 25, 1996 - January 21, 1999
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Newark, NJ
November 30, 1982 - July 22, 1996

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Current Firm

B&
BARBER & ASSOCIATES

BARBER & ASSOCIATES | BARBER & ASSOCIATES FINANCIAL GROUP, LLC

CRD#: 154678
Florida
Registered Investment Advisory firm - Florida (6/1/2011 Approved)
Texas
Registered Investment Advisory firm - Texas (3/30/2022 Conditional Restricted)

Contact Information

Main Address

The Villages, FL

Phone Number

(352) 245-6817

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

228

AUM (Assets Under Management)

$50,000,218

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

KISSLING FINANCIAL SERVICES, LLC; INVESTMENT-RELATED; 5117 ERIE STREET, NEW CASTLE, PENNSYLVANIA, 16102; SOLICITOR; START DATE: 05/08/2019; 6 HOURS DEVOTED PER MONTH; 4 HOURS DEVOTED DURING SECURITIES HOURS; SOLICITING CLIENTS. BARBER & ASSOCIATES FINANCIAL GROUP, THE BUSINESS IS INVESTMENT RELATED. THE ADDRESS IS 2605 McLin Lane The Villages, Florida, 32163 . THE BUSINESS NATURE IS THE SOLICITING AND SALES OF LIFE INSURANCE AND ANNUITY PRODUCTS. I AM THE SOLE OWNER. THE BUSINESS WAS STARTED 3/1/2009. I DEVOTE 80% OF MY TIME TO THE BUSINESS DURING NORMAL SECURITY TRADING HOURS. I WORK WITH EXISTING CLIENTS AND REFERRALS. Michael H. Barber is the owner of Concierge Tax Preparation, LLC, a firm prepares income tax returns to clients. Mr. Barber spends approximately 3 hours per month with this outside business activity.2605 McLin Ln; The Villages, FL 32163. Start Date 01/2011 Michael H. Barber is licensed with Estate Docs PMO, an estate documentation firm. Mr. Barber spends approximately 2 hours a month on this outside business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Florida
(6/1/2011)
IAR
Texas
(3/30/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2008About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 1982About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Hunter Barber's CRS (Customer Relationship Summary).

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