Barbara Stern Camaglia

Employer firm

Legacy Financial Advisors, LLC CRD 130350

25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 01/2004 → Present
  Legacy Financial Advisors, Llc
  Moreland Hills, OH
• 05/2001 → Present
  Industrial Chemical Corporation
  Medina, OH

Other Businesses

I HAVE BEEN PROVIDING SUPERVISORY, ACCOUNTING & FINANCIAL SERVICES TO INDUSTRIAL CHEMICAL CORPORATION and its subsidiary, Custom-Pak, Inc. I AM EFFECTIVELY ACTING AS CONTROLLER OR ASSISTANT CONTROLLER OF THE COMPANY. Due to Covid19 and the retirement of a key department head, I am working more hours as needed but also continue to serve my clients' needs at Legacy Financial Advisors LLC by working longer hours. THE BUSINESS IS LOCATED AT 885 W. SMITH ROAD, MEDINA, OH 44256

Designations

• Certified Financial Planner

Other Names

• Barbara Lynn Stern
• Barbara S. Camaglia
• Barbara S. Camaglia