ChooseAFinancialAdvisor.com
Advisors / Rhode Island / Pawtaucket
46yrs

Barbara Jean Rich

Financial advisor at Commonwealth Financial Network

Pawtaucket, RI 02860Top 1% experience in Rhode IslandFiduciary advisor
Call the officeDirections

At a glance

Experience46 years (since 1981)
How that compares ?Top 1% for experience in Rhode Island
Office100 Lafayette St. Suite 205, Pawtaucket, RI 02860
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state

Services through Commonwealth Financial Network

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2000 – now
    Commonwealth Financial NetworkCurrent firm

Questions to ask Barbara

Tailored to Barbara’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

About Barbara

How do I contact Barbara?

Call Commonwealth Financial Network at 781-736-0700 and ask for Barbara Jean Rich. Barbara works from the Pawtaucket, RI office.

How long has Barbara been a financial advisor?

Barbara has been in the industry since 1981, about 46 years. Top 1% for experience in Rhode Island.

What licenses does Barbara hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Barbara a fiduciary?

Barbara is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Barbara paid?

Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Barbara for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.