Patrick BarryCRD 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 8 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Rkl Private Wealth
Lpl Financial LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2019 - Current||3|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2019 - Current||3|
|Bni - York Iii||York, PA||Oct 2018 - Current||4|
|Margaret E Moul Home||York, PA||Nov 2016 - Current||6|
|Various Insurance Carriers For W&r Insurance Agencies||York, PA||Sep 2015 - Current||7|
|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|
Total Assets Under Management82,428MILLIONS
Total Number of Accounts461,370ACCOUNTS
Average Account Value$178,659
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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