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Barbara A. Endres

Some features on this profile are disabled
CRD#: 1688767
BE

Professional summary

Barbara Ann Endres was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Barbara is a previously registered financial professional and started their career in finance in 1987. Prior to being barred, Barbara had worked at 10 firms, which includes LIFETIME WEALTH ADVISORS LLC, WELLS FARGO CLEARING SERVICES LLC, MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED, CEDRUS, J. SCOTT SECURITIES CORP., FORESIDE DISTRIBUTION SERVICES L.P., CHARLES SCHWAB & CO. INC., U.S. BANCORP INVESTMENTS INC., AMERICAN INVESTMENT SERVICES INC., UBS FINANCIAL SERVICES INC..

Question & Answer

Are you a "fiduciary"?
No

Aliases

Barbara Anne Endres | Barbara Endres

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

April 14, 2015 - December 31, 2017

LIFETIME WEALTH ADVISORS, LLC

RIA
CRD#: 173832
PALISADE, CO
Past

August 10, 2009 - December 9, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
GRAND JUNCTION, CO
Past

August 10, 2009 - December 9, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
GRAND JUNCTION, CO
Past

September 22, 2003 - August 11, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GRAND JUNCTION, CO
Past

September 22, 2003 - August 11, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
GRAND JUNCTION, CO
Past

September 25, 2002 - September 4, 2003

CEDRUS

RIA
CRD#: 111842
GOLDEN, CO
Past

April 18, 2000 - September 3, 2003

J. SCOTT SECURITIES CORP.

BD
CRD#: 47007
GOLDEN, CO
Past

October 3, 1997 - December 24, 1998

FORESIDE DISTRIBUTION SERVICES, L.P.

BD
CRD#: 15634
PORTLAND, ME
Past

September 14, 1995 - April 23, 1997

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

February 24, 1995 - April 21, 1995

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

August 3, 1992 - February 27, 1995

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

May 25, 1990 - August 5, 1992

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 26, 1987 - June 6, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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: 9/6/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/16/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/9/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/20/1987
General Securities Representative Examination

Current Firm

LW
LIFETIME WEALTH ADVISORS, LLC
LIFETIME WEALTH ADVISORS, LLC

CRD#: 173832 / SEC#: 801-80636

PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
418 West 1st Street, Palisade, CO 81526
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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

LIFETIME WEALTH ADVISORS, LLC

CRD#: 173832

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