ADVISOR BIO

Barry D. Masci is a financial advisor with over 40 years of experience in the industry. Barry is currently registered with Wells Fargo Clearing Services, LLC. Previously Barry worked for Morgan Stanley, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Barry is licensed in Arizona, California, Louisiana, and Texas. Barry provides investment advisory services to individuals, businesses, and institutions. Barry is a Chartered Financial Analyst (CFA) and holds the Series 3, 5, 7, 15, 31, 63, and 65 licenses.

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ADVISOR BIO

Barry H Wong is a financial advisor who has been working in the industry since October 1, 2017. Barry is currently registered with Transamerica Financial Advisors, Inc. in California, North Carolina and Texas. Barry has passed Series 63, Series 65, SIE, and Series 6 examinations. Barry provides portfolio management for individuals and selection of other advisors services.

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ADVISOR BIO

Barry Neil Goldstein is a financial advisor registered with UBS Financial Services Inc. in California. Barry has been in the industry since 1982 and is registered with the state of California. Barry is a Series 7 and 52 licensed representative. He specializes in a wide range of financial services, including retirement planning, investment management, and insurance. Prior to joining UBS Financial Services Inc., Barry worked for Citigroup Global Markets Inc., Municipal Bond Investors, Inc., Birr, Wilson & Co., Inc. and California Municipal Investors, Inc.

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ADVISOR BIO

Barry Stuart Naiditch is a financial advisor registered with Transamerica Financial Advisors, Inc. and has been in the financial services industry since June 19, 1996. Barry has been with Transamerica Financial Advisors, Inc. since January 6, 2012. Barry holds Series 4, 6, 7, 24, 26, 63, and 65 licenses and is registered in California. Prior to joining Transamerica Financial Advisors, Inc., Barry was registered with World Group Securities, Inc., WMA Securities, Inc., First Affiliated Securities, Inc., and Stern Financial Securities, Inc. Barry specializes in providing financial planning and portfolio management services to individuals.

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ADVISOR BIO

Barry Eugene Allred is a financial advisor at LPL Financial LLC, a firm with over 168,000 clients and more than $50 billion in assets under management. Barry has been in the financial industry since 1998 and has experience working with a variety of clients, including individuals, businesses, and institutions. He has a wide range of licenses and certifications, including Series 6, Series 26, Series 63, and Series 65. Barry is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Barry Kilzer is an Investment Advisor Representative at Kilzer Wealth Management. Barry has been in the industry since 1986. Barry is registered with the state of California and has 11 clients and 6 high net worth clients. Barry Kilzer has a current registration with the state of California for Investment Advisor Representatives. The firm Kilzer Wealth Management manages $11,876,171 in assets under management. The firm offers advisory services for individuals, financial planning and selection of other advisors. The firm also manages accounts with a combination of discretionary and non-discretionary authority. Barry Kilzer is also a real estate broker.

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ADVISOR BIO

Barry Irwin Goodman is a financial advisor with over 40 years of experience in the industry. Currently registered with Wells Fargo Clearing Services, LLC, Barry is licensed in multiple states to provide investment advice and services to individuals and institutions. Barry has been involved in financial markets since 1978 and has held various roles with firms such as Citigroup Global Markets Inc., Dean Witter Reynolds Inc. and Bateman Eichler, Hill Richards, Incorporated. He holds several licenses, including Series 3, 5, 7, 52, 63 and SIE. Besides offering investment advice, Barry also provides financial planning and investment consulting services to institutional clients.

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ADVISOR BIO

Barry Levine has been in the financial industry since September 11, 1990. Barry is currently registered with LPL Financial LLC, which is based in Santa Ana, California. Barry has previously been registered with several other firms, including Signator Investors, Inc., Transamerica Financial Advisors, Inc., and Transamerica Securities Sales Corporation. Barry Levine has a strong background in the financial services industry, holding Series 6, 7, and 63 licenses as well as the SIE exam. Barry has a strong reputation in the financial services industry and is committed to providing clients with personalized financial advice.

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ADVISOR BIO

Barry Brundage is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Barry has been in the financial services industry since 1989 and is registered with the state of Utah. Barry has a wide range of experience, having worked with CUNA Mutual Group, CUNA Brokerage Services, Inc., U.S. Bank, and U.S. Bancorp Investments, Inc. Barry provides financial planning, consulting, and other non-discretionary advisory services. Barry's experience and expertise can help you achieve your financial goals.

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ADVISOR BIO

Barry Bernard Spadoni is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Barry has over 35 years of experience in the financial industry. Barry has a wide range of product knowledge and licenses including the Series 7, Series 6, Series 22, Series 63, and Series 65 licenses. Barry holds registrations in 8 states. Barry has previously been registered with Bateman Eichler, Hill Richards, Incorporated and Direct Capital Corporation.

SPECIALIZATIONS