Barbara Ann Headley
Investment adviser representative at Commonwealth Financial Network
37 yearsExperience
1 stateRegistered in
ChFC®Designation
$212.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
37 years in the industry.
- Commonwealth Financial NetworkJan 2024 to now
- Willow Ridge Executive Office ParkJan 2014 to now
- Bridge Marketing Group LLCOct 2004 to now
- Hb Real Estate + Develop. LLCApr 2002 to now
- Barbara A Headley CLU, ChfcJan 1989 to now
- Ridge Realty 750 LLCJan 1989 to now
- Cetera Advisors LLCOct 2016 to Jan 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1647236
- Firm CRD
- 8032