Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Waugh is a financial advisor with over 30 years of experience in the financial services industry. Barry is currently registered with FBL Wealth Management, LLC in West Des Moines, Iowa. Prior to joining FBL Wealth Management, LLC, Barry was a Registered Representative with Cambridge Investment Research, Inc. in Fairfield, Iowa. Barry is a Series 6, 7, 24, and 66 licensed professional. Barry provides a wide range of financial services including financial planning, portfolio management, and investment advice. He is committed to helping his clients achieve their financial goals.
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.
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.
Third-party management fees
1
2
IA
12/21/2022 - Present
FBL Wealth Management, LLC (West Des Moines IA)
IA
11/01/2011 - 10/20/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
NA
04/05/1993 - 12/14/1994
N.I.S. FINANCIAL SERVICES, INC.
BOTH
Issued 04/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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