Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barclay? Claim Your ProfileBarclay Peter Grayson is a financial advisor with LPL Financial LLC and is registered in Illinois, Indiana, and North Carolina. Barclay has been in the financial industry since 1989, and has experience with Lincoln Financial Securities Corporation, Conseco Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Conseco Financial Services, Inc., MML Investors Services, Inc., and G.R. Phelps & Co., Inc. Barclay holds the Series 7, Series 6, Series 63, and SIE securities licenses. Barclay's specialties include financial planning, portfolio management, and consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
05/16/2024 - Present
LPL Financial LLC (FISHERS IN)
IN
09/07/2001 - 05/17/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (Fishers IN)
IN
08/05/1998 - 10/01/2001
CONSECO SECURITIES, INC. (CARMEL IN)
IN
04/20/1998 - 09/25/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/20/1998 - 09/25/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
04/27/1998 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
MA
03/01/1996 - 05/22/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/29/1989 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 03/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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