Barbara E Stowell

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2004 → Present
  Lpl Financial, Llc
  Fountain Valley, CA

Other Businesses

1. 01/19/2010: IWM PARTNERS - 9550 WARNER AVE.STE 300, FOUNTAIN VALLEY, CA 92807 - NON-VARIABLE INSURANCE DBA: IWM PARTNERS 2. 01/28/2015: STOWELL FINANCIAL SERVICES - INV REL - 9550 WARNER AVE #300, FOUNTAIN VALLEY CA 92708 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 01/15/2015 - 10 HR/MO NONE DURING SECS TRDG HRS. 3. 06/04/2015: IWM PARTNERS - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - STARTED 03/20/05 - 160 HOURS PER MONTH/8 HOURS DURING SECURITIES TRADING. 4. 09/29/2025- BNI- Other - Networking- Not INV Related- At Irvine CA. - Start date 10/01/2024- 10 Hours Per Month- 6 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-16
• S63 Uniform Securities Agent State Law Examination
  2005-03-18

Other Names

• Barbara Elaine Hinkson