Best Investors Account Sign in
Inactive

Barbara Ann Wright

Van Strum & Towne Inc

San Francisco, CA

CRD 4329799

Claim This Profile
Employer firm

Van Strum & Towne Inc CRD 106228

$483M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Van Strum & Towne Inc

733 Front Street Suite 110, San Francisco, CA 94111-1993 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-12-15
TX RA APPROVED 2020-12-15
  • CA RA
    APPROVED
    Since 2020-12-15
  • TX RA
    APPROVED
    Since 2020-12-15

Branch Locations

733 Front Street Suite 110, San Francisco, CA 94111-1993 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Van Strum & Towne, Inc. San Francisco CA 10/2000 Present
Other Businesses

Name of Company: Energy Minerals Inc. Business type: Geothermal Steam Production NOT INVESTMENT RELATED Title: President Feb 2018 to present. Hours per month: 1 Hours during securities trading hours: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-11-29
  • S65 Uniform Investment Adviser Law Examination
    2001-11-29
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in San Francisco, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor