Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Burke Dobbs is a financial advisor at LPL Financial LLC based in Nacogdoches, TX. Barry has been in the financial industry since 1997, and has experience with both individual and business clients. Barry is a registered representative with FINRA and holds the Series 6, Series 63, and SIE licenses. Prior to joining LPL Financial LLC, Barry worked for MML Investors Services, LLC and MSI Financial Services, INC. Barry is also registered with the state of Texas.
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.
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2
TX
02/16/2022 - Present
LPL Financial LLC (NACOGDOCHES TX)
TX
03/25/2017 - 02/02/2022
MML INVESTORS SERVICES, LLC (NACOGDOCHES TX)
TX
10/07/1997 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NACOGDOCHES TX)
TX
10/07/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NACAGDOCHES TX)
BC
Issued 02/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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