Jose F. Barbosa
Professional summary
Jose Francisco Barbosa, who also goes by Jose Franciso Barbosa, is a registered financial advisor currently at SINGER WEALTH MANAGEMENT located in Seattle, Washington.
Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jose has worked at 3 firms and has passed the Series 65 and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jose Francisco Barbosa's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 8, 2023 - Present
SINGER WEALTH MANAGEMENT
Office #1: 1406 Harvard Ave #2, Seattle, WA 98122September 8, 2021 - March 3, 2023
LPL FINANCIAL LLC
October 25, 2004 - June 18, 2020
BADGLEY PHELPS WEALTH MANAGERS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/8/2023)
Exams
Current Firm
SINGER WEALTH MANAGEMENT
CRD#: 299603 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 318 |
| AUM (Assets Under Management) | $ 81,455,785 |
Red Flags
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