Barbara Wickman has been Chief Operations Officer of Coquina Private Wealth since December 2024, is not listed as a control person, but directly owns under 5% of the firm.
Coquina Private Wealth LLC is a Port Charlotte, FL firm with $418M under management, 1,519 clients and 8 advisers across 5 offices, as of its February 2026 filing.
No adviser firm registrations are on Barbara Wickman’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 March 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Barbara Sue Wickman
- CRD
- 2850107
- Firm
- Coquina Private Wealth · CRD 333615
- Role
- Chief Operations Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Barbara Wickman work?
Barbara Wickman has been Chief Operations Officer of Coquina Private Wealth LLC since December 2024.
Does Barbara Wickman have a current investment-adviser registration?
Barbara Wickman has no current investment-adviser or broker registration.
What exams has Barbara Wickman passed?
Barbara Wickman passed the Series 6 in March 1997. FINRA credited Barbara Wickman with the SIE, which began in October 2018.
Is Barbara Wickman registered with FINRA?
No. Barbara Wickman has no current broker registration.
How can I verify Barbara Wickman’s record?
Search CRD 2850107 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Barbara Wickman’s full registration record.
