Barry Wyman (CRD# 1597387) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wareham, MA and has over 37 years of experience in the finance industry. Barry Wyman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4676913
Ameriprise Financial Services, LLC
CRD# 3201489
Commonwealth Financial Network
CRD# 2010717
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2023 - Current | < 1 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Dec 2023 - Current | < 1 |
Mml Investors Services, LLC | Wareham, MA | Mar 2017 - Dec 2023 | 6 |
Mass Mutual Life Insurance Company | Wareham, MA | Jul 2016 - Dec 2023 | 7 |
Metlife Securities Inc. | Boston, MA | Jan 2015 - Mar 2017 | 2 |
New England Securities | Boston, MA | Apr 2002 - Jan 2015 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1986 |
S65 | NASAA Investment Advisors Law Examination | Sep 1992 |
- MA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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