Michael H. Barber

BARBER & ASSOCIATES

The Villages, FL

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CRD#: 1061127

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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 9171 SE 118TH LOOP, SUMMERFIELD,FL 34491. 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 Principal of Wealth Management Network, a firm that provides training to financial advisors. Mr. Barber spends approximately 20 hours per month with this outside business activity.6530 S Yosemite St, Suite 310, Greenwood Village, CO 80111. Start Date 11/2016. 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

June 1, 2011 - Present

BARBER & ASSOCIATES

RIA

CRD#: 154678

The Villages, FL

Past

December 21, 2009 - March 19, 2010

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

SAN DIEGO, CA

Past

May 12, 2009 - December 21, 2009

WOODSTOCK FINANCIAL GROUP, INC.

CRD#: 38095

WOODSTOCK, GA

Past

October 9, 2006 - February 27, 2009

MADISON AVENUE ADVISORS, INC.

RIA

CRD#: 137461

ORLANDO, FL

Past

September 28, 2006 - February 27, 2009

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

ORLANDO, FL

Past

January 3, 2003 - September 27, 2006

NATIONS FINANCIAL GROUP, INC.

CRD#: 44181

APOPKA, FL

Past

June 5, 2001 - January 2, 2003

MEDALLION EQUITIES, INC.

CRD#: 43399

MARIETTA, GA

Past

May 20, 1999 - June 18, 2001

THE FIRST AMERICAN INVESTMENT BANKING CORPORATION

CRD#: 39263

TAMPA, FL

Past

July 25, 1996 - January 21, 1999

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Past

November 30, 1982 - July 22, 1996

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

Series 63

Date: 8/16/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/29/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BARBER & ASSOCIATES

BARBER & ASSOCIATES | BARBER & ASSOCIATES FINANCIAL GROUP, LLC

CRD#: 154678 / SEC#:

Florida

Registered Investment Advisory firm - (6/1/2011 Approved)

Texas

Registered Investment Advisory firm - (3/30/2022 Conditional Restricted)

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Contact information

Main Address

The Villages, FL

Mailing Address

Phone number

(352) 245-6817

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	183
AUM (Assets Under Management)	$ 37,318,151

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael H. Barber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BARBER & ASSOCIATES

MADISON AVENUE SECURITIES, LLC

WOODSTOCK FINANCIAL GROUP, INC.

MADISON AVENUE ADVISORS, INC.

MADISON AVENUE SECURITIES, LLC

NATIONS FINANCIAL GROUP, INC.

MEDALLION EQUITIES, INC.

THE FIRST AMERICAN INVESTMENT BANKING CORPORATION

THE ADVISORS GROUP, INC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/16/2008

Series 6

Date: 11/29/1982

Current Firm

BARBER & ASSOCIATES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BARBER & ASSOCIATES

TRUST BUT VERIFY

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