Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Barry is a financial advisor with over 35 years of experience. Kevin is registered with LPL Financial LLC in N. READING, MA. He has a broad range of experience in the financial services industry, and holds the Series 6, Series 7, and Series 63 licenses as well as the SIE exam. Kevin is also a Certified Financial Planner (CFP®). Prior to joining LPL Financial LLC, Kevin worked at Sun Investment Services Company in WELLESLEY HILLS, MA. Kevin is committed to providing his clients with personalized financial advice.
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.
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MA
01/10/2006 - Present
LPL Financial LLC (N. READING MA)
MA
06/08/1984 - 08/05/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 09/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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