Barbara H. Saylor
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 Harmount Saylor, CFP®, who also goes by Barbara Joann Harmount, was a registered financial professional .
Barbara is a previously registered financial professional and started their career in finance in 1987. Barbara had worked at 5 firms and has passed the Series 63, Series 65, Series 6, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2009
Experience
June 17, 2010 - November 3, 2022
PALMETTO WEALTH ADVISORS, LLC
October 22, 2008 - June 24, 2010
FIRST COMMAND BROKERAGE SERVICES, INC.
October 1, 2008 - June 24, 2010
FIRST COMMAND BROKERAGE SERVICES, INC.
November 7, 2006 - December 31, 2008
STRATEGIC WEALTH PARTNERS LLC
May 14, 1988 - November 14, 1994
LEHMAN BROTHERS INC.
December 22, 1987 - May 14, 1988
E. F. HUTTON & COMPANY INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PALMETTO WEALTH ADVISORS, LLC
CRD#: 154069 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 1,494,011 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
