Barbara Patton Phipps

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

• 06/2001 → 01/2025
  Lincoln Financial Advisors
  Lake Worth, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Lake Worth, FL

Previous Registrations

• 2007-12-07 → 2025-01-24
  Osaic Fa, Inc.
  Deerfield Beach, FL
  Boca Raton, FL
  Canonsburg, PA
  Lake Worth, FL
  Boca Raton, FL

Other Businesses

1) BARBARA PATTON 8479 CLUB ESTATES WAY LAKE WORTH, FL 33467 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH INSURANCE, TRADITIONAL LIFE INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, AND INDEXED ANNUITIES. START DATE: 01/01/2009 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0. 2) BARBARA PATTON 8479 CLUB ESTATES WAY LAKE WORTH, FL 33467 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER COMMISSION-BASED GROUP BENEFITS. START DATE: 01/10/2015 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5. 3) FIXED INSURANCE AND ANNUITY SALES POSITION: Agent NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2009 ADDRESS: 8479 Club Estates Way, Lake Worth FL 33467, United States DESCRIPTION: Sales of insurance and annuities as appropriate.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-15

Other Names

• Barbara Ann Patton
• Barbara A Patton
• Barbara Ann Patton
• Barbara Ann Patton Phipps