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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Lynn Harrison is a financial advisor with over 30 years of experience in the industry. He is currently registered with Wells Fargo Clearing Services, LLC and holds Series 7, Series 63, Series 65 and SIE licenses. Barry specializes in portfolio management for both businesses and individuals, and provides financial planning services. He has a diverse client base that includes high-net-worth individuals, corporations, charitable organizations and pension plans. Barry is also a Registered Investment Advisor and is licensed in over 30 states. Prior to joining Wells Fargo, Barry worked at Prudential Securities Incorporated for over 10 years.
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.
Investment consulting services to institutional clients
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
AZ
09/12/2009 - Present
Wells Fargo Clearing Services, LLC (PHOENIX AZ)
NY
11/16/1992 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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