Barbara Jean Maitland
Investment adviser representative at Rothwell Investment Advisors
14 yearsExperience
2 statesRegistered in
$187.7MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Rothwell Investment Advisors, LLCJun 2025 to now
- Flagship Harbor Advisors, LLCSep 2012 to now
- LPL Financial LLCSep 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Rothwell Investment Advisors
Legal name: Rothwell Investment Advisors LLC
$187.7MAssets managed
709Clients
3Advisers
1 yearIn 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
- 5452564
- Firm CRD
- 337504