Unclaimed
Barney Greer Tanner is a financial professional with over 14 years of experience in the industry. Barney is currently registered with The Leaders Group, Inc. in Colorado. Previously, Barney was registered with DFPG Investments, LLC in Utah. Barney has passed the Series 63, SIE, and Series 6 exams.
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.
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.
1
2
CO
02/13/2023 - Present
THE Leaders Group, Inc. (LITTLETON CO)
UT
05/17/2019 - 11/03/2022
DFPG INVESTMENTS, LLC (South Jordan UT)
UT
12/22/2017 - 03/28/2019
ALLEGIS INVESTMENT SERVICES, LLC (SOUTH JORDAN UT)
UT
10/11/2013 - 12/31/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (SALT LAKE CITY UT)
UT
05/13/2008 - 10/25/2011
NYLIFE SECURITIES LLC (SOUTH WEBER UT)
BC
Issued 04/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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