Unclaimed
Barry Burch is a financial advisor with over 30 years of experience in the industry. Barry is currently registered with Crews & Associates, Inc. Barry specializes in working with high-net-worth individuals, corporations, and charitable organizations. Barry's previous experience includes working with other financial firms such as Washington Square Securities, Inc., Royal Alliance Associates, Inc., and Prudential Insurance Company of America. Barry is committed to providing his clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AR
11/07/2023 - Present
Crews & Associates, Inc. (SEARCY AR)
CT
08/31/1995 - 09/13/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
AZ
07/02/1993 - 09/01/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/25/1991 - 07/12/1993
FINANCIAL SERVICES INVESTMENT AFFILIATE, INC.
NA
02/19/1991 - 10/02/1991
BUCKHEAD FINANCIAL CORPORATION
NJ
09/12/1989 - 03/27/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/12/1989 - 03/27/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
11/08/1988 - 05/16/1989
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
07/30/1985 - 11/21/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/30/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 05/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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