Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Kingsley Barbernell is a financial advisor registered in 13 states and with FINRA and has been in the industry since 2000. Barry is affiliated with Lion Street Advisors, LLC and specializes in providing financial planning and investment advice to individuals, high net worth individuals, and pension and profit sharing plans. Barry has a diverse background in the financial industry, having previously worked for Summit Brokerage Services, Inc., United Planners' Financial Services of America, and Woodbury Financial Services, Inc. In addition to their investment advisory work, Barry is also a licensed insurance producer for Triton Wealth Strategies/Kingsley Financial Services.
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.
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.
1
2
CA
10/24/2017 - Present
Lion Street Advisors, LLC (San Clemente CA)
CA
10/01/2014 - 10/26/2017
SUMMIT BROKERAGE SERVICES, INC. (LAGUNA NIGUEL CA)
CA
07/09/2010 - 10/01/2014
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MISSION VIEJO CA)
MI
06/28/2000 - 07/14/2010
WOODBURY FINANCIAL SERVICES, INC. (FENTON MI)
NY
01/02/2000 - 05/02/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 01/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/17/2019
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Barry Barbernell is the right advisor for you? Invested Better is here to help.
