Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Barry has been in the financial services industry since October 18, 1986. John is currently registered with LPL Financial LLC in Loveland, CO. John has passed several industry exams, including the Series 7, Series 22, Series 6, Series 24, Series 26, and SIE exams. John is also a licensed investment advisor representative. John has previously been employed by several other firms including Nathan & Lewis Securities, Inc., First Associated Securities Group, Inc., Consolidated Investment Services, Inc., Colorado Investor Resources, Inc., New England Securities, and Security First Financial, Inc. John is registered to sell securities in numerous states.
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
01/02/2008 - Present
LPL Financial LLC (LOVELAND CO)
NY
10/30/1995 - 05/22/1996
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CA
02/10/1995 - 10/30/1995
FIRST ASSOCIATED SECURITIES GROUP, INC. (CHICO CA)
CO
02/01/1994 - 02/09/1995
CONSOLIDATED INVESTMENT SERVICES, INC. (LITTLETON CO)
CO
08/19/1991 - 02/03/1994
COLORADO INVESTOR RESOURCES, INC. (AURORA CO)
NY
03/21/1991 - 10/25/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
10/07/1986 - 03/08/1991
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
BC
Issued 12/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/23/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Barry is the right advisor for you? Invested Better is here to help.
