Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Lee Canter is a financial professional with over 17 years of experience in the industry. Barry has a strong background in financial planning and investment management. Currently, Barry works as a registered representative at LPL Financial LLC. Prior to that, Barry was employed at UVEST FINANCIAL SERVICES GROUP, INC., and CAPITAL BROKERAGE CORPORATION. Barry is licensed to conduct business in Virginia and has passed the Series 6, SIE, and Series 63 exams. Barry is passionate about helping clients achieve 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.
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VA
10/11/2011 - Present
LPL Financial LLC (WILLIAMSBURG VA)
VA
12/07/2010 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WILLIAMSBURG VA)
VA
08/18/2003 - 02/23/2009
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
BC
Issued 04/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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