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Barry Lee Boogher

Trustmont Financial Group, Inc.

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About Barry Lee Boogher

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.

Firm Information

Barry Boogher is currently registered with Trustmont Financial Group, Inc.. Trustmont Financial Group, Inc. is a Corporation that was formed on June 16, 1986. It is registered in 51 states and with the SEC, and it is approved and in good standing.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Barry Boogher’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barry Lee Boogher.
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