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Barry Jay Boscoe

Brighton Advisory Group

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About Barry Jay Boscoe

Barry Boscoe is a financial advisor with Brighton Advisory Group in Encino, California. Barry has over 30 years of experience in the financial services industry, including working for firms such as Raymond James Financial Services, Inc., CIBC World Markets Corp. and American Express Financial Advisors Inc. Barry is also a Certified Financial Planner.

Firm Information

Barry Boscoe is currently registered with Brighton Advisory Group. Brighton Advisory Group is an independent financial advisory firm that provides financial planning and insurance services. The firm offers educational seminars and serves individuals and businesses.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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insurance agent

Insurance agent

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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Barry Boscoe’s Registration & Firm History

CA

01/11/2017 - Present

Brighton Advisory Group (ENCINO CA)

FL

01/07/1991 - 09/21/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

NY

05/15/2001 - 09/26/2003

CIBC WORLD MARKETS CORP. (NEW YORK NY)

MN

07/31/1989 - 10/17/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/31/1989 - 10/17/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MA

08/05/1988 - 02/27/1991

MUTUAL SERVICE CORPORATION (BOSTON MA)

NA

07/03/1986 - 08/10/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

09/07/1979 - 07/16/1986

CAPITAL CONCEPTS INVESTMENT CORP.

NA

11/24/1976 - 09/16/1979

CAPITAL ANALYSTS, INCORPORATED

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Licenses & Designations

BC

Issued 02/26/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/1984

Series 7 - General Securities Representative Examination

BC

Issued 11/15/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barry Jay Boscoe.
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