Robert Barry, financial advisor East Falmouth MA

Robert Barry

CRD Number: 729511
Current Firm: Founders Financial Securities, LLC

Robert Barry (CRD# 729511) is an Investment Advisor Representative working at Founders Financial Securities, LLC in East Falmouth, MA and has over 42 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Founders Financial Securities, LLC Towson, MD Oct 2013 - Current 10
Barry And Campagna Financial Services, Inc. East Falmouth, MA Oct 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1981
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Robert C. Barry
Phone Number: 410-308-9988
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    2,909
    MILLIONS
  • Total Number of Accounts
    18,269
    ACCOUNTS
  • Average Account Value
    $159,230
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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