Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Smith is a financial advisor at Arbor Point Advisors. Barry has been in the industry since June 16, 2014, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Barry offers a range of services, including financial planning, pension consulting, educational seminars, and portfolio management. Barry is licensed in Idaho, Arizona, Florida, Tennessee, Utah and Wyoming. Barry is also registered with the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7).
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.
A percentage of the total value of assets under management is charged.
1
2
ID
03/30/2021 - Present
Arbor Point Advisors (POCATELLO ID)
ID
03/30/2021 - 06/14/2024
SECURITIES AMERICA, INC. (POCATELLO ID)
ID
01/07/2021 - 04/05/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (POCATELLO ID)
ID
06/17/2014 - 01/07/2021
WELLS FARGO CLEARING SERVICES, LLC (POCATELLO ID)
BOTH
Issued 07/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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