Unclaimed
Barry Dekreek is an investment advisor representative with LPL Financial LLC in Atlanta, GA. Barry has been in the financial services industry since November 2002. Barry has a wide range of experience with various financial products and services. Barry's focus is on providing personalized financial advice to individuals and families. Barry's background includes experience with Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Barry also holds licenses in several states and is a member of the Financial Industry Regulatory Authority (FINRA). Barry is committed to providing clients with the highest level of service 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.
1
2
GA
03/29/2018 - Present
LPL Financial LLC (ATLANTA GA)
GA
02/13/2013 - 12/20/2013
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
08/05/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
01/01/2008 - 08/13/2008
WACHOVIA SECURITIES, LLC (SANDY SPRINGS GA)
GA
11/04/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ATLANTA GA)
BOTH
Issued 01/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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