RB
Robert N. Barber
CHRISTIAN FINANCIAL ADVISORS
NEW BRAUNFELS, TX 78132
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CRD#: 2279678
RB
Professional summary
Robert Neil Barber, who also goes by Bob Barber, is a registered financial advisor currently at CHRISTIAN FINANCIAL ADVISORS located in New Braunfels, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Robert has worked at 7 firms and has passed the Series 63, SIE, Series 31, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Barber
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.
1) CHRISTIAN INVESTMENT ADVISORS INC. (DBA Christian Financial Advisors) 90% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM, State registered RIA 2) RIDGE HILL PROFESSIONAL OFFICES RENTAL INCOME. 3) Charitable Gift Annuities will be administered by National Christian and reinsurance underwriting through Charitable Solutions, LLC using a group fixed annuity product. 4) Ranches of Comal, President of home owners association. <1% time, 0% ownership. 5) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 04/2019 ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT ; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND LONG TERM CARE ; 6) NAME OF OTHER BUSINESS: 7-PILLARS OF BIBLICAL STEWARDSHIP ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: BOOK SALES ; START DATE: 05/2019 ; POSITION/TITLE/RELATIONSHIP: AUTHOR ; APX NUMBER OF HOURS PER WEEK: NONE ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE ; BRIEF DESCRIPTION OF DUTIES: SELLING BOOK THROUGH ONLINE RETAILERS OR THROUGH PHYSICAL INVENTORY ;
CRS (Client Relationship Summary) - RIA
Click below to view Robert Neil Barber's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 19, 2012 - Present
CHRISTIAN FINANCIAL ADVISORS
Office #1: 130 River Chase Way Suite B, New Braunfels, TX 78132RIA
CRD#: 165811
NEW BRAUNFELS, TX
Past
November 1, 2017 - August 22, 2019
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
NEW BRAUNFELS, TX
Past
July 31, 2012 - April 11, 2013
LEGACY WEALTH COUNSELORS
RIA
CRD#: 133703
NEW BRAUNFELS, TX
Past
July 6, 2012 - November 1, 2017
GIRARD SECURITIES, INC.
BD
CRD#: 18697
NEW BRAUNFELS, TX
Past
August 17, 2005 - July 24, 2012
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
NEW BRAUNFELS, TX
Past
August 17, 2005 - July 24, 2012
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
NEW BRAUNFELS, TX
Past
June 12, 1998 - August 22, 2005
LPL FINANCIAL LLC
RIA
CRD#: 6413
NEW BRAUNFELS, TX
Past
June 12, 1998 - August 22, 2005
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
July 30, 1993 - June 15, 1998
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CHRISTIAN FINANCIAL ADVISORS
CHRISTIAN FINANCIAL ADVISORS | ROBERT N. BARBER D/B/A CHRISTIAN INVESTMENT ADVISORS | ROBERT N. BARBER | CIS WEALTH MANAGEMENT GROUP | CHRISTIAN INVESTMENT ADVISORS, INC. | CHRISTIAN INVESTMENT ADVISORS
CRD#: 165811 / SEC#: 801-120305
RIA
Registered Investment Advisory firm - (2/10/2021 Approved)California
Registered Investment Advisory firm - (3/13/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Maryland
Registered Investment Advisory firm - (5/1/2020 Terminated)Texas
Registered Investment Advisory firm - (2/11/2021 Terminated)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
Texas(12/19/2012)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CF
CHRISTIAN FINANCIAL ADVISORS
CHRISTIAN FINANCIAL ADVISORS | ROBERT N. BARBER D/B/A CHRISTIAN INVESTMENT ADVISORS | ROBERT N. BARBER | CIS WEALTH MANAGEMENT GROUP | CHRISTIAN INVESTMENT ADVISORS, INC. | CHRISTIAN INVESTMENT ADVISORS
CRD#: 165811 / SEC#: 801-120305
RIA
Registered Investment Advisory firm - (2/10/2021 Approved)California
Registered Investment Advisory firm - (3/13/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Maryland
Registered Investment Advisory firm - (5/1/2020 Terminated)Texas
Registered Investment Advisory firm - (2/11/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 River Chase Way Suite B, New Braunfels, TX 78132
Mailing Address
Phone number
(830) 609-6986
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 901 |
| AUM (Assets Under Management) | $ 187,693,592 |
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.
