Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Edward Levan has been a registered financial professional since July 1983. Barry has worked with several firms over his career including Crown Capital Securities, L.P., National Planning Corporation, Sunamerica Securities, Inc., Essex National Securities, Inc., The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and Freeman Financial Services Corporation. Currently, Barry is a registered representative with LPL Financial LLC where he is licensed to offer investment and financial advice in Oregon.
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
OR
05/01/2024 - Present
LPL Financial LLC (PORTLAND OR)
CA
11/29/2002 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
CA
12/12/1996 - 12/04/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
06/26/1995 - 11/22/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
07/20/1994 - 03/23/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IN
08/08/1989 - 07/21/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
08/08/1989 - 06/28/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CA
07/22/1983 - 12/20/1989
FREEMAN FINANCIAL SERVICES CORPORATION (SAN MATEO CA)
IA
Issued 12/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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