Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Joseph Phillips is an investment advisor representative with Knights of Columbus Asset Advisors LLC. Barry is a registered investment advisor in Pennsylvania and is active in the investment advisory profession. Barry has over 10 years of experience in the financial services industry and has held positions at several firms including Lincoln Investment, Foresters Equity Services, Inc. and Park Avenue Securities LLC. Barry has passed the Series 6, Series 63, Series 65 and SIE exams.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CT
05/30/2023 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
PA
03/12/2019 - 08/12/2020
LINCOLN INVESTMENT (NEWTOWN SQUARE PA)
CA
02/01/2016 - 06/30/2017
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
PA
09/11/2014 - 01/07/2016
PARK AVENUE SECURITIES LLC (WAYNE PA)
IA
Issued 05/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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