Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Everett Thomason is a financial advisor with USA Financial Securities LLC. Barry has been a financial advisor since 2007. He is registered with the state of Arizona, California, Idaho, Texas, Utah, and Washington. Barry specializes in portfolio management for individuals, selection of other advisors, and financial planning. Barry holds Series 6, 62, 63, and 65 licenses as well as the SIE exam. In addition to being a financial advisor, Barry also owns and operates Thomason Financial Services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
MI
01/31/2017 - Present
USA Financial Securities LLC (ADA MI)
WA
03/18/2013 - 02/22/2017
AMERITAS INVESTMENT CORP. (CHEWELAH WA)
WA
07/13/2010 - 03/01/2013
MML INVESTORS SERVICES, LLC (CHEWELAH WA)
WA
02/14/2007 - 07/20/2010
NYLIFE SECURITIES LLC (CHEWELAH WA)
IA
Issued 11/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2011
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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