Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Patrick Barry is an investment advisor with Berkeley Capital Partners, LLC. Charles Patrick Barry is registered in Georgia and has 32 years of experience in the financial services industry. Charles Patrick Barry has been with Berkeley Capital Partners, LLC since 2015 and previously worked at Triad Advisors, Inc. and Wells Fargo Advisors Financial Network, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
08/20/2015 - Present
Berkeley Capital Partners, LLC (MILTON GA)
GA
08/21/2015 - 05/31/2016
TRIAD ADVISORS, INC. (Norcross GA)
GA
08/28/2009 - 08/25/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NORCROSS GA)
GA
09/22/2005 - 09/23/2009
UBS FINANCIAL SERVICES INC. (ALPHARETTA GA)
GA
06/18/2004 - 09/26/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
07/18/2003 - 06/07/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
10/16/1995 - 07/09/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
03/13/1984 - 10/26/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/27/1984 - 06/27/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
03/01/1982 - 05/25/1984
METROPOLITAN LIFE INSURANCE COMPANY
NA
04/01/1982 - 03/12/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/01/1982 - 05/10/1982
INDIVIDUAL'S SECURITIES LTD.
IA
Issued 06/18/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1982
Series 5 - Interest Rate Options Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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