Barbara Jeanne Alberty
Professional Summary
Barbara Jeanne Alberty, who also goes by Barbara J Thoele, was a registered financial advisor. Barbara was a previously registered financial professional and started their career in finance 1992 - 2023. Barbara had worked at 2 firms and has passed the Series 63, Series 2 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Barbara J Thoele
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
ALBERTY ASSET MANAGEMENT LLC
Contact Information
Main Address
975 Oak Street, Suite 600, Eugene, OR 97401-3120Phone Number
(541) 344-4884# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
48AUM (Assets Under Management)
$48,639,657Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Sep 1994Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1992About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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