Barbara Lynn Crnkovich Smith

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 10/1991 → 04/2021
  Wells Fargo Bank
  Bellevue, WA
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Bellevue, WA
• 11/2016 → 04/2021
  Wells Fargo Clearing Services, Llc
  Bellevue, WA
• 04/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2011-01-03 → 2021-04-06
  Wells Fargo Clearing Services, Llc
  Bellevue, WA
  Minneapolis, MN
  Minneapolis, MN
  Tarpon Springs, FL
• 2003-08-13 → 2011-01-03
  Wells Fargo Investments, Llc
  Bellevue, WA
  Bellevue, WA

Other Businesses

1) PERRY L SMITH CONSULTING, 40 LAKE BELLEVUE, STE 100, BELLEVUE, WA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES03/15/21, NIR, 20 HR/MO- 3/TRADING HR. 2) PERRY L SMITH CONSULTING, 40 LAKE BELLEVUE, STE 100, BELLEVUE, WA, 03/15/21, INV REL, 40 HR/MO- 3/TRADING HR. 3) PERRY L SMITH CONSULTING, 40 LAKE BELLEVUE, STE 100, BELLEVUE, WA 03/15/21, NIR, 10 HR/WK- 2/TRADING HR. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-50/WK-4/TRADING 03/15/21 5) MICHAEL & LISABETH MARTONICK, 223 Walden Ridge Drive, Hinckley OH 44233, United States, 08/01/2025, Successor Trustee / Successor POA (Financial & Medical), Position of Trust, NIR, 0 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2003-08-12

Other Names

• Bobbie Lynn Crnkovich