Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Daniel Fadely is a financial advisor at Cambridge Investment Research Advisors, Inc. Barry has been in the financial services industry for over 14 years. Barry is licensed to provide investment advice in 28 states and the District of Columbia. Barry has earned the Series 66, Series 7, and SIE licenses. Barry is also a Board Member of BD Fadely LLC, an operating entity of Atlantic Capital Partners LLC and owner of Advocacy Advisors.
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
VA
03/16/2016 - Present
Cambridge Investment Research Advisors, Inc. (Woodstock VA)
VA
07/02/2012 - 03/16/2016
WALL STREET FINANCIAL GROUP, INC. (WOODSTOCK VA)
NC
04/30/2009 - 07/06/2012
AXA ADVISORS, LLC (RALEIGH NC)
BOTH
Issued 05/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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