Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Lynn Hefner is a financial advisor currently working for &partners, based in Nashville, Tennessee. Barry has a long history in the financial industry, starting in 1991. Barry has been a registered Investment Advisor Representative since 1997 and holds Series 63, 65 and 7 licenses. Barry has experience working for Edward D. Jones & Co., L.P., Merrill Lynch, Pierce, Fenner & Smith Incorporated, FAM Distributors, Inc., and Blackrock Investments, LLC. Barry has a wide range of experience and specializes in providing investment advice for individuals and businesses, as well as financial planning, pension consulting and educational seminars.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TX
09/28/2023 - Present
&partners (WACO TX)
NJ
09/29/2006 - 06/09/2022
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NY
11/06/1996 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
12/01/1993 - 12/04/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
12/17/1991 - 11/23/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 01/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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