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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bradford Barry is a financial advisor with Kestra Advisory Services, LLC. Daniel has been in the financial services industry since 1996. Daniel currently works at the Austin, TX office of Kestra Advisory Services, LLC and is a registered investment advisor in North Carolina. Daniel also has a branch office located in Charlotte, NC. Daniel has experience working with individuals, high-net-worth individuals, corporations and other businesses, pension and profit sharing plans, and charitable organizations.
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.
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.
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TX
06/13/2019 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NC
07/13/2015 - 06/07/2019
LOCKTON FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
NC
11/03/2000 - 07/14/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Charlotte NC)
IN
05/18/1999 - 10/20/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
10/01/1997 - 05/12/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/01/1997 - 05/12/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IL
04/23/1997 - 10/10/1997
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
NY
04/19/1996 - 05/01/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 10/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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