Unclaimed
Barry Lee Boogher has been in the financial services industry since June 23, 1990. Barry is currently registered with Trustmont Financial Group, Inc. Barry has passed the Series 6, Series 63, and SIE exams and holds registrations in Pennsylvania and New York.
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.
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.
1
2
PA
01/04/2010 - Present
Trustmont Financial Group, Inc. (YORK PA)
TX
01/03/2005 - 08/17/2009
WFG INVESTMENTS, INC. (DALLAS TX)
TX
12/03/1999 - 12/31/2004
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
TX
08/05/1998 - 11/19/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
AL
04/19/1996 - 09/15/1998
AVALON INVESTMENT & SECURITIES GROUP, INC. (MUSCLE SHOALS AL)
NY
01/23/1993 - 12/31/1994
CADARET, GRANT & CO., INC. (SYRACUSE NY)
GA
09/12/1988 - 12/31/1992
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 09/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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