professional profile
Barbara Jessup Williams, CFP
Overview
Barbara Jessup Williams is an insurance agent, a registered representative and an investment adviser representative based in Carlsbad, CA, with 44 years in the industry.
- Years in the industry
- 44
- States licensed
- 1
- States registered
- 19
- Carrier appointments
- 39
Contact
1 business email and 2 phone numbers on file
Registrations and licenses
- Licensed in 1 state
- Registered in 19 states
3 lines of authority, with every state and its dates
Firms
- Osaic Wealth, Inc.Current firm
- Financial Focus LLCCurrent firm
Employment history since 1982
Carriers
39 active carrier appointments
Book and practice
Firm assets under management on file
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