Starr Hickok Barnum

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2002 → Present
  Equity Services, Inc.
  Montpelier, VT

Other Businesses

NATIONAL LIFE, 354 MOUNTAIN VIEW DRIVE, SUITE 200, COLCHESTER VT 05446, INV REL. INS & ANN SALES. AGENT. 12/02-PRES. FULL-TIME. DUR TRAD HRS. INS SALES FOR NL & OTHER INS CO'S. *STARR BARNUM, NOT INV REL, BURLINGTON VT, PREPARE TAX RETURNS. TAX PREPARER. 02/06-PRES. 3-4 HRS/MO. DUR FEB. NOT DUR TRAD HRS. I PREPARE A FEW TAX RETURNS FOR FRIENDS & FAMILY. *STARR BARNUM V. INV REL. BURLINGTON, VT. INS SALES. SALES. 10/1/06-PRES. 200 HRS/MO. DUR TRAD HRS. AGENT FOR SEV INS CO'S TO SELL LIFE, DIS, & HEALTH INS. *THE VERMONT AGENCY, YOUR FINANCIAL SOLUTIONS PARTNER, INV. REL., IN COLCHESTER VT, INS. AND ANN. SALES, AGENT, 3/08-PRES., FULL TIME, DUR. TRAD. HRS, INS. AGENT FOR MULTIPLE COS SELLING LIFE INS., DI, LTC, AND ANNUITIES.*STARR BARNUM - CIRCLE OF WEALTH AND MONEYTRAX. 354 MOUNTAIN VIEW DR SUITE 200 COLCHESTER VT. NOT INV REL. DEC 2017. INSTRUCT OTHER LIFE INS AGENTS THE COW SOFTWARE AND PROCESS. TRAINER. DURING TRADE HRS. *HALCYON FINANCIAL PARTNERS. 354 MOUNTAIN VIEW DRIVE SUITE 200, COLCHESTER VT 05446. FEB 2019. INV REL. FINANCIAL SERVICES. PARTNER. FIXED FINANCIAL SERVICES. DURING TRADE HRS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-04-18
• S65 Uniform Investment Adviser Law Examination
  2007-02-13

Other Names

• Starr Hickok Barnum