William Chadwick Barber

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2009 → 07/2017
  Wfg Investments, Inc.
  Ridgeland, MS
• 08/2017 → Present
  Advisory Services Network, Llc
  Atlanta, GA
• 08/2017 → Present
  Calton & Associates, Inc.
  Ridgeland, MS

Previous Registrations

• 2009-10-29 → 2017-08-18
  Wfg Advisors, Lp
  Ridgeland, MS
• 2003-03-26 → 2009-11-05
  Valic Financial Advisors, Inc.
  Ridgeland, MS
  Ridgeland, MS

Other Businesses

1) Name of Business: Barber Farms LLC. Non-Investment related. Address: 1631 Baywood Drive, Madison, MS 39110. Nature of Business: Rental property for residential housing and farming. Position/Title/Relationship: Officer. Start Date: 01/2016. Hours per month: 8. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Collect rent and maintain property. 2.) Name of Business: Independent Insurance Agent. Non-Investment related. Address: 219 Sunnybrook Road, Suite B, Ridgeland, MS 39157. Nature of Business: Life Insurance and Annuities. Position/Title/Relationship: Agent. Start Date: 11/2009. Hours per month: 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Market and sell Life Insurance and Annuities. 3.) Name of Business: Advisory Services Network LLC. Investment related; Address: 900 Ashwood Parkway, Suite 500, Atlanta, GA 30338. Nature of Business: Investment Advisory Services. Position/Title/Relationship: RIA. Hours per month: 120. Hours per month during Securities trading hours: 90. Duties/Responsibilities: Investment advice and investment management using mutual funds, stocks, bonds, and ETF. 4.) Oakmont Financial Partners, Is Investment Related, 105 W. Washington Street, Ridgeland MS, 39157 Financial Advisor,Partner,2021-11-01,140 hours per month,50 hours per month during trading hours, Fee Based Compensation, "Trading securities for client accounts, financial planning, risk management and retirement income planning. 5.) WPB Advisory Services; Non-Investment related; 105 Mississippi Street, Madison, MS 39110; Nature of Business: Accounting construct; Position/Title/Relationship: Owner/Sole Proprietor; Start Date: 12/4/2009; Hours per month: 1. Hours per month during securities trading hours: 1. Duties/Responsibilities: Filing annual tax returns.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-25
• S63 Uniform Securities Agent State Law Examination
  1998-11-13

Other Names

• Chad Barber
• William Barber