Unclaimed
Barry Scot Brothers is an investment advisor representative with Valic Financial Advisors, Inc., based in MT. JULIET, TN. Barry has been in the industry since 1982 and holds Series 6, 7, 22, 26, 63 and 65 licenses. Barry also has a Certified Financial Planner designation. Barry works with individuals, corporations and high-net-worth clients. Barry previously worked with The Variable Annuity Marketing Company and Tenneco Asset Planning Company. Barry is registered to provide advisory services in Alabama, Arizona, Arkansas, California, Kentucky, Louisiana, Mississippi, North Carolina, Oregon, Tennessee and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
1
2
TN
01/06/2004 - Present
Valic Financial Advisors, Inc. (NASHVILLE TN)
TX
09/04/1987 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NA
10/09/1984 - 08/04/1987
TENNECO ASSET PLANNING COMPANY
NA
09/21/1982 - 12/11/1984
PHILADELPHIA LIFE ASSET PLANNING COMPANY
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/20/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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