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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry David Flagg is a financial advisor who has been working in the financial industry for over 30 years. Barry is a Certified Financial Planner and a Chartered Financial Consultant. Barry currently works at Kestra Advisory Services, LLC. Barry's specializations include: portfolio management for individuals and businesses, financial planning, and pension consulting. He is registered in 19 states and has experience working with individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Barry has been recognized for his work in the financial industry and has been featured in Forbes magazine. He is also the author of curriculum for the Prudent selection or retention and proper management of life insurance according to fiduciary principles.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/02/2016 - Present
Kestra Advisory Services, LLC (TAMPA FL)
OR
12/14/2000 - 11/27/2002
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MA
06/28/1990 - 12/15/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
04/06/1992 - 03/17/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 06/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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