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BH

Barbara J. Huston

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CRD#: 1213493
BH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Barbara Jane Huston, who also goes by Barbara J Anliker, Barbara May, Barbara Means, was a registered financial professional .

Barbara is a previously registered financial professional and started their career in finance in 1983. Barbara had worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Barbara J Anliker | Barbara May | Barbara Means

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 8, 2010 - December 31, 2012

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
MANSFIELD, OH
Past

February 5, 2010 - December 31, 2012

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
MANSFIELD, OH
Past

January 28, 2010 - April 16, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
MANSFIELD, OH
Past

January 27, 2010 - April 16, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
MANSFIELD, OH
Past

January 6, 2004 - December 31, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
MANSFIELD, OH
Past

January 2, 2004 - December 31, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
MANSFIELD, OH
Past

January 2, 2003 - January 12, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MANSFIELD, OH
Past

September 4, 1990 - January 12, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

November 6, 1986 - September 4, 1990

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

November 23, 1983 - October 21, 1986

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/15/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SF
SUMMIT FINANCIAL GROUP INC
SUMMIT FINANCIAL GROUP INC

CRD#: 109485 / SEC#: 801-56645

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Contact information


Main Address
595 S. Federal Highway Suite 500, Boca Raton, FL 33432-5541
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL GROUP WRAP FEE PROGRAM BROCHURE (3/30/2021)

Red Flags


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.

Company Information


SUMMIT FINANCIAL GROUP INC

CRD#: 109485

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