Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Robert Shevlin is a financial professional with over 40 years of experience in the industry. Barry is currently registered with Cambridge Investment Research Advisors, Inc., and has been with the firm since April 2011. Previously, Barry was a Registered Representative with Securities America, Inc. from March 1993 to April 2011, and with First Investors Corporation from July 1984 to March 1993.
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.
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.
Solicitation fees from 3rd party money managers
1
2
PA
05/23/2024 - Present
Cambridge Investment Research Advisors, Inc. (SOUTHAMPTON PA)
PA
03/10/1993 - 04/12/2011
SECURITIES AMERICA, INC. (SOUTHAMTON PA)
NJ
07/11/1984 - 03/10/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 12/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/29/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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