Barbara L. Gray
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 Lee Gray, CFP®, who also goes by Barbara Lee Bizewski, Barbara Lee Campbell, was a registered financial professional .
Barbara is a previously registered financial professional and started their career in finance in 2009. Barbara had worked at 3 firms and has passed the Series 66, SIE 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
Experience
March 11, 2011 - May 17, 2011
CORNERSTONE WEALTH MANAGEMENT, INC.
September 29, 2010 - December 31, 2010
CORNERSTONE WEALTH MANAGEMENT, INC.
October 1, 2009 - August 4, 2021
LPL FINANCIAL LLC
September 8, 2009 - August 4, 2021
LPL FINANCIAL LLC
September 2, 2009 - September 8, 2009
ASSOCIATED SECURITIES CORP.
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
CORNERSTONE WEALTH MANAGEMENT, INC.
CRD#: 149053 / SEC#:
Contact information
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.
