Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry A. Barnette is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Greer, South Carolina. Barry has been working in the financial industry since 2002. He has a wide range of experience, having worked with both Lincoln Financial Securities Corporation and GWN Securities, Inc. prior to joining Cambridge. Barry has a Series 7, Series 6, Series 63, and Series 65 license and holds himself out as a specialist in the areas of Retirement planning, College Savings, Insurance Planning, Estate Planning, and Long Term Care. Barry also has a long history of working with both individuals and business owners, and he prides himself on providing customized financial advice tailored to each client's needs.
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.
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.
Solicitation fees from 3rd party money managers
1
2
SC
06/04/2021 - Present
Cambridge Investment Research Advisors, Inc. (Greer SC)
SC
10/18/2018 - 06/04/2021
GWN SECURITIES INC. (GREER SC)
CA
09/09/2014 - 10/18/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
SC
03/11/2004 - 08/27/2014
LINCOLN FINANCIAL SECURITIES CORPORATION (GREER SC)
AZ
10/01/2002 - 10/14/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
02/11/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 06/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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