Kathleen Barlow
Professional summary
Kathleen Barlow, who also goes by Kathleen Mcgarry, is a registered financial advisor currently at JOURNEY STRATEGIC WEALTH LLC located in Spearfish, South Dakota.
Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kathleen has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathleen Barlow's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 4, 2022 - Present
JOURNEY STRATEGIC WEALTH LLC
July 1, 2019 - October 25, 2022
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
July 1, 2019 - October 25, 2022
RAYMOND JAMES FINANCIAL SERVICES, INC.
August 9, 2016 - July 1, 2019
RAYMOND JAMES & ASSOCIATES, INC.
August 8, 2016 - July 1, 2019
RAYMOND JAMES & ASSOCIATES, INC.
January 22, 2013 - August 11, 2016
EDWARD JONES
November 27, 2012 - August 11, 2016
EDWARD JONES
August 13, 2012 - November 2, 2012
TRANSAMERICA FINANCIAL ADVISORS, LLC
Primary Firm SEC Registration
JOURNEY STRATEGIC WEALTH LLC
CRD#: 310648 / SEC#: 801-119925
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/24/2024)
(6/16/2025)
(6/27/2025)
(10/4/2022)
Exams
Current Firm
JOURNEY STRATEGIC WEALTH LLC
CRD#: 310648 / SEC#: 801-119925
Contact information
SEC notice filing (38 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,600 |
| AUM (Assets Under Management) | $ 4,644,630,808 |
Red Flags
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