LB
Laurie E. Barber
LINCOLN FINANCIAL DISTRIBUTORS
Greensboro, NC 27401
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CRD#: 4568480
LB
Professional summary
Laurie Eliason Barber, who also goes by Laurie Eliason Allen, Laurie Eliason Willoughby, is a registered financial professional currently at LINCOLN FINANCIAL DISTRIBUTORS, INC. located in Greensboro, North Carolina.
Laurie is registered as a RR (Registered Representative) and started their career in finance in 2002. Laurie has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Laurie Eliason Allen | Laurie Eliason Willoughby
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) LAURIE BARBER
GREENSBORO, NC
CATEGORY: MULTI-LEVEL MARKETING/RETAIL
INVESTMENT-RELATED: NO
TITLE: SALESPERSON
DUTIES: FACIAL/SKIN CARE PRODUCT PURCHASES FOR FRIENDS AND FAMILY
START DATE: 03/2016
HOURS PER MONTH: 0
HOURS PER MONTH DURING TRADING HOURS: 0.
2) LAURIE BARBER
2603 HILL-N-DALE DRIVE
GREENSBORO, NC
CATEGORY: RENTAL PROPERTY MANAGEMENT, RENTAL OR DEVELOPMENT
INVESTMENT-RELATED: YES
TITLE: OWNER
DUTIES: RENTAL PROPERTY HOME OWNER, COLLECT RENT
START DATE: 03/2016
HOURS PER MONTH: 0
HOURS PER MONTH DURING TRADING HOURS: 0.
3) LAURIE BARBER
3110 CANTERBURY STREET
GREENSBORO, NC
CATEGORY: RENTAL PROPERTY
INVESTMENT-RELATED: YES
TITLE: OWNER
DUTIES: REPAIRS ON RENTAL PROPERTY, GATHER DOCUMENTATION, COLLECT RENTAL INCOME
START DATE: 9/2020
HOURS PER MONTH: 2
HOURS PER MONTH DURING TRADING HOURS: 2
4) LAURIE BARBER/DITMAS PROPERTIES, LLC
GREENSBORO, NC
CATEGORY: LLC
INVESTMENT-RELATED: YES
TITLE: OWNER/PARTNER
DUTIES: OWN/ACT AS GENERAL AGENT FOR LLC CREATED FOR RENTAL PROPERTY INCOME
START DATE: 9/2020
HOURS PER MONTH: 2
HOURS PER MONTH DURING TRADING HOURS: 2
CRS (Client Relationship Summary) - BD
Click below to view Laurie Eliason 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
May 6, 2024 - Present
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Office #1: 100 N Greene St, Greensboro, NC 27401BD
CRD#: 145
Greensboro, NC
Past
June 14, 2019 - May 8, 2024
OSAIC FS, INC.
RIA
CRD#: 3870
GREENSBORO, NC
Past
June 13, 2019 - May 8, 2024
OSAIC FS, INC.
BD
CRD#: 3870
GREENSBORO, NC
Past
June 14, 2006 - April 11, 2019
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
GREENSBORO, NC
Past
September 2, 2002 - June 15, 2006
OSAIC FS, INC.
BD
CRD#: 3870
GREENSBORO, NC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
North Carolina(5/6/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LINCOLN FINANCIAL DISTRIBUTORS, INC.
CG EQUITY SALES COMPANY | SAGEMARK CONSULTING, INC. | LINCOLN FINANCIAL DISTRIBUTORS, INC. | CIGNA SECURITIES, INC. | CIGNA FINANCIAL ADVISORS,INC.
CRD#: 145 / SEC#: , 8-13431
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
130 N Radnor-chester Rd, Radnor, PA 19087
Mailing Address
130 N Radnor-chester Rd, Radnor, PA 19087
Phone number
(484) 583-6000
Established
Connecticut since 08/03/1967
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | SHAREHOLDER | |
| CHRYSSIKOS, PAUL TELEMAC | SENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER | 7263748 |
| FALLER, DANIEL T | SENIOR VICE PRESIDENT, HEAD OF LFD FINANCE | 6006570 |
| GIBSON, JASON MICHAEL | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION | 3081880 |
| KENNEDY, JOHN CHRISTOPHER | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2213083 |
| NEPA, JARED M. | SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION | 5157819 |
| OMORUYI, MEGAN VOGT | AVP, FINANCIAL AND OPERATIONS PRINCIPAL | 7803022 |
| SEIFERT, TIMOTHY JOHN | SENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION | 1577571 |
| SMITH, NANCY | SECRETARY | 6140078 |
Disclosures
| Regulatory Event | 3 |
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
LINCOLN FINANCIAL DISTRIBUTORS, INC.
CRD#: 145Greensboro, NC 27401TRUST BUT VERIFY
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