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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Jonathan Reid is a financial advisor currently registered with Merit Financial Advisors. Based in Des Moines, Washington, Barry has been a financial professional since 1983. His experience spans multiple firms, including LPL FINANCIAL LLC and Waddell & Reed, Inc.. He has a broad range of credentials, including Series 6, 7, 22, 24, 31, 63, and 65 licenses. Barry's current registrations include Texas and Washington, indicating a nationwide reach.
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.
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.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
GA
01/09/2023 - Present
Merit Financial Advisors (ALPHARETTA GA)
WA
08/02/1994 - 08/16/2024
LPL FINANCIAL LLC (DES MOINES WA)
KS
03/02/1983 - 08/03/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 11/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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