Ellen G. Barber

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CRD#: 6550992

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.

Ellen G Barber, CFP®, who also goes by Ellen G. Barber, Ellen M Barber, Ellen Marie Gragg, was a registered financial professional .

Ellen is a previously registered financial professional and started their career in finance in 2016. Ellen had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Ellen G. Barber | Ellen M Barber | Ellen Marie Gragg

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) Ellen M. Barber d/b/a Barber Realty, 1735 W. Hibiscus Blvd. #200, Melbourne, FL 32901. Barber Realty started in November 2008. It is a small real estate business of which I am the Owner, President, Manager and Qualifying Licensed Real Estate Broker. My focus is providing clients with one-on-one support and advises them of real estate markets. I spend less than 1% of my professional time in this capacity. This business is not investment-related. (2) Clayton Construction & Development, Inc., 3170 Skyway Circle #103, Melbourne, Florida 32934. Clayton Construction & Development, Inc. started in April 1985. It is a small construction company of which I hold the Secretary of Construction position. My duties include informing members of meetings and other important dates, taking minutes at meetings and maintaining documentation associated with the board. I spend less than 1% of my professional time in this capacity. This business is not investment-related. (3) Astro Destiny, LLC, P.O. Box 510604, Melbourne Beach, Florida 32951. Astro Destiny started in February 2017 of which I am the Owner, Astrological Consultant, and Manager that provides astrological consulting services. This business has no activity and the Limited Liability Company was created for future use and thus I spend no time in this capacity. This business is not investment- related. (4) Michael S. Lawley, PA (d/b/a Lawley & Associates, CPAs), Certified Public Accounting Firm, CPA beginning in November of 2005. I spend approximately 65% of my professional time in this capacity. This business is not investment-related.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Past

April 13, 2016 - March 31, 2023

LAWLEY & ASSOCIATES

RIA

CRD#: 281354

MELBOURNE, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

LAWLEY & ASSOCIATES

LAWLEY & ASSOCIATES | LAWLEY & ASSOCIATES, LLC

CRD#: 281354 / SEC#:

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Contact information

Main Address

1735 W. Hibiscus Blvd Suite 200, Melbourne, FL 32901

Mailing Address

Phone number

(321) 728-1040

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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