Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Eugene Allred is a financial advisor at LPL Financial LLC, a firm with over 168,000 clients and more than $50 billion in assets under management. Barry has been in the financial industry since 1998 and has experience working with a variety of clients, including individuals, businesses, and institutions. He has a wide range of licenses and certifications, including Series 6, Series 26, Series 63, and Series 65. Barry is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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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CA
11/20/2018 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
10/31/2005 - 11/23/2018
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
AZ
11/05/2003 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
SC
08/07/2002 - 11/07/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
03/23/1999 - 08/28/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
09/24/1998 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 06/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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