BB
Benjamin P. Barbour
FOUNTAINHEAD FIDUCIARY
SOLOMONS, MD, MD 20688
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CRD#: 5948847
BB
Professional summary
Benjamin Paul Barbour is a registered financial advisor currently at FOUNTAINHEAD FIDUCIARY, LLC located in Solomons, Md, Maryland and EMERSON EQUITY LLC located in Irvine, California.
Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Benjamin has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) FOUNTAINHEAD FIDUCIARY-INVESTMENT RELATED, 14532 SOLOMONS ISLAND ROAD S, SOLOMONS, MD 20688, STATE REGISTERED INVESTMENT ADVISOR, PRINCIPAL/ADVISOR, EVALUATING, IMPLEMENTING AND MANAGING PORTFOLIO MODELS FOR USE WITH CLIENTS BASED ON THEIR APPROPRIATE RISK PROFILE AND OBJECTIVES AND FEE BASED FINANCIAL PLANNING, 80 HRS PER MONTH, 80 HRS PER MONTH DURING SECURITIES TRADING HOURS, 04/2020 2)FOUNTAINHEAD WEALTH ADVISORS(DBA)-INVESTMENT RELATED, 14532 SOLOMONS ISLAND RD., S SOLOMONS, MD 20688, UMBRELLA DBA THROUGH WHICH SECURITIES BUSINESS IS DONE THROUGH EMERSON EQUITY LLC, ADVISORY BUSINESS IS DONE THROUGH FOUNTAINHEAD FIDUCIARY AND FIXED INSURANCE IS DONE THROUGH FOUNTAINHEAD INSURANCE AGENCY, OWNER OF DBA, ALL OFFICE EXPENSES ARE PAID THROUGH THE DBA FOR ALL 3 BUSINESSES, 80 HRS MONTHLY, 80 HRS MONTHLY DURING SECURITIES TRADING HOURS, 08/2019 3) FOUNTAINHEAD INSURANCE AGENCY-INVESTMENT RELATED, 14532 SOLOMONS ISLAND RD S, SOLOMONS, MD 20688, LIFE INSURANCE AGENCY(FIXED INSURANCE PRODUCTS) PRINCIPAL/MANAGER, DUE DILIGENCE AND EVALUATION OF INSURANCE PRODUCTS/STRATEGIES, TEAM TRAINING, AND DETERMINING WHEN THEY MAY BE APPLICABLE TO CLIENT PLANNING CASES., 20 HRS PER MONTH, 20 HRS DURING SECURITIES TRADING HOURS, 04/2020 4) Emerson Equity/investment-related/San Mateo, CA/registered representative/August 2025/securities transaction-based compensation/approximately 20 hours per month and during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Paul Barbour'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
April 27, 2020 - Present
FOUNTAINHEAD FIDUCIARY, LLC
Office #1: 14532 Solomons Island Road South Suite 102, Solomons, Md, MD 20688RIA
CRD#: 305658
SOLOMONS, MD, MD
Current
August 28, 2025 - Present
EMERSON EQUITY LLC
Office #1: 9940 Research Drive Suite 200, Irvine, CA 92618RIA
BD
CRD#: 130032
Irvine, CA
Past
October 3, 2022 - September 15, 2025
ARETE WEALTH MANAGEMENT, LLC
BD
CRD#: 44856
Reston, VA
Past
August 12, 2013 - April 23, 2020
KALOS MANAGEMENT
RIA
CRD#: 133025
Reston, VA
Past
August 12, 2013 - September 30, 2022
KALOS CAPITAL, INC.
BD
CRD#: 44337
Reston, VA
Past
September 7, 2011 - August 12, 2013
MADISON AVENUE SECURITIES, LLC
RIA
CRD#: 23224
RESTON, VA
Past
August 17, 2011 - August 12, 2013
MADISON AVENUE SECURITIES, LLC
BD
CRD#: 23224
RESTON, VA
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.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
California(8/28/2025)
RR
Colorado(8/28/2025)
RR
Delaware(8/28/2025)
RR
District of Columbia(8/28/2025)
RR
Florida(8/28/2025)
IAR
Maryland(4/13/2021)
RR
Maryland(8/28/2025)
RR
Nebraska(8/28/2025)
RR
North Carolina(9/16/2025)
RR
Oklahoma(8/28/2025)
RR
Pennsylvania(8/28/2025)
RR
South Carolina(8/28/2025)
RR
Tennessee(8/28/2025)
IAR
Virginia(4/27/2020)
RR
Virginia(8/28/2025)
RR
West Virginia(8/28/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FOUNTAINHEAD FIDUCIARY, LLC
FOUNTAINHEAD FIDUCIARY | FOUNTAINHEAD WEALTH ADVISORS | FOUNTAINHEAD FIDUCIARY, LLC. | FOUNTAINHEAD FIDUCIARY, LLC
CRD#: 305658 / SEC#:
Maryland
Registered Investment Advisory firm - (4/13/2021 Approved)Virginia
Registered Investment Advisory firm - (4/27/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14532 Solomons Island Road South Suite 102, Solomons, Md, MD 20688
Mailing Address
Phone number
(703) 455-7550
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 53 |
| AUM (Assets Under Management) | $ 6,639,328 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
