Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Malone is a financial advisor with LPL Financial LLC. Barry has over 20 years of experience in the financial industry. Barry is registered with the state of Texas and the state of Louisiana. Barry offers a variety of financial services including financial planning, retirement planning, and investment management. Barry is a CERTIFIED FINANCIAL PLANNER™ professional. Barry has been registered with LPL Financial LLC since 2012. Prior to joining LPL Financial LLC, Barry was registered with Lincoln Financial Securities Corporation. Barry is dedicated to providing personalized financial advice to help clients reach 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
TX
08/24/2021 - Present
LPL Financial LLC (LUBBOCK TX)
TX
03/15/2004 - 11/21/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (LUBBOCK TX)
DE
04/02/2002 - 03/12/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CT
02/21/2001 - 04/03/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
09/15/2000 - 02/12/2001
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
04/10/1990 - 12/31/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 08/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Barry Malone is the right advisor for you? Invested Better is here to help.
