Barbara Marcia Rowens

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

• 03/1975 → Present
  School District Of Philadelphia
  Philadelphia, PA
• 08/2006 → Present
  The Investment Center, Inc.
  Upper Gwynedd, PA
• 02/2008 → 03/2025
  Ic Advisory Services, Inc
  Upper Gwynedd, PA
• 03/2025 → Present
  Lpl Financial Llc
  Upper Gwynedd, PA

Previous Registrations

• 2008-02-06 → 2025-03-06
  Ic Advisory Services, Inc.
  Upper Gwynedd, PA
  Bedminster, NJ

Other Businesses

1. 03/06/2025- Barbara Rowens Financial- Non-Variable Insurance Commission Trails- INV Related- At Reported Business Location(s)- Start date 09/01/2006 2. 03/06/2025- Barbara Rowens Financial- Non-Variable Insurance Commission Trails- INV Related- At Reported Business Location(s)- Start date 06/12/2007 3. 03/06/2025- Barbara Rowens Financial- Non-Variable Insurance Commission Trails- INV Related- At Reported Business Location(s)- Start date 02/07/2006

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-02
• S63 Uniform Securities Agent State Law Examination
  2005-10-17