Patrick Barry, financial advisor York PA

Patrick Barry

CRD Number: 6456484
Current Firm: Cambridge Investment Research Advisors, Inc.

Patrick Barry (CRD# 6456484) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in York, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Nov 2019 - Current 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2019 - Current 4
Bni - York Iii York, PA Oct 2018 - Current 5
Margaret E Moul Home York, PA Nov 2016 - Current 7
Various Insurance Carriers For W&r Insurance Agencies York, PA Sep 2015 - Current 8
Waddell & Reed, Inc. York, PA Mar 2015 - Nov 2019 4
Southern York County Rotary Club New Freedom, PA Jul 2017 - Jun 2019 1
Southern York County Business Association Glen Rock, PA Nov 2016 - Dec 2017 1
Professional Referral Exchange (pre) Lancaster, PA Nov 2016 - Oct 2017 < 1
Carroll County Public Schools Sykesville, MD Aug 2012 - Jun 2015 2
Bon Air Country Club Glen Rock, PA May 2012 - Aug 2014 2
Westminster Stingrays Westminster, MD May 2014 - Jul 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2015
S65 NASAA Investment Advisors Law Examination Sep 2015
Contact Info for Patrick R. Barry
Phone Number: 641-472-5100
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
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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