Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Barry is an active investment advisor representative and registered representative. David has been in the financial services industry since August 2003. David is currently registered with LPL Financial LLC in Highlands Ranch, CO and has been with this firm since November 2017. Previously, David was a registered representative with Investment Centers of America, Inc. in Highlands Ranch, CO, Bancwest Investment Services, Inc. in Lone Tree, CO and Invest Financial Corporation in Littleton, CO. David is a Series 66, 65, 63, 7, and SIE licensed professional. David specializes in providing portfolio management for individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
11/29/2017 - Present
LPL Financial LLC (HIGHLANDS RANCH CO)
CO
03/11/2013 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (HIGHLANDS RANCH CO)
CO
08/12/2006 - 02/21/2013
BANCWEST INVESTMENT SERVICES, INC. (LONE TREE CO)
CO
07/29/2003 - 08/12/2006
INVEST FINANCIAL CORPORATION (LITTLETON CO)
BOTH
Issued 04/11/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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