Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Brundage is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Barry has been in the financial services industry since 1989 and is registered with the state of Utah. Barry has a wide range of experience, having worked with CUNA Mutual Group, CUNA Brokerage Services, Inc., U.S. Bank, and U.S. Bancorp Investments, Inc. Barry provides financial planning, consulting, and other non-discretionary advisory services. Barry's experience and expertise can help you achieve your 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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2
UT
05/18/2022 - Present
LPL Financial LLC (STANSBURY PARK UT)
IA
01/31/2024 - 02/07/2024
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
11/06/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
03/09/2011 - 10/14/2020
U.S. BANCORP INVESTMENTS, INC. (SACRAMENTO CA)
TX
10/16/2007 - 12/06/2010
COMERICA SECURITIES (DALLAS TX)
UT
04/26/2004 - 10/01/2007
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
MA
07/12/1999 - 04/14/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/26/1989 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NA
04/18/1989 - 06/03/1989
FINANCIAL NETWORK INVESTMENT CORPORATION
IA
Issued 10/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/23/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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