Avery Barlow, financial advisor Avon CT

Avery Barlow

CRD Number: 6494775
Current Firm: Edward Jones

Avery Barlow (CRD# 6494775) is an Investment Advisor Representative working at Edward Jones in Avon, CT and has over 7 years of experience in the finance industry.

Similar Advisors
Charles Green, financial advisor Avon CT
Charles M. Green
CRD# 2726777
Springboard Asset Management LLC
Similar Advisors
Richard Lopresti, financial advisor Avon CT
Richard C. Lopresti
CRD# 4297910
Milestone Asset Management Group, LLC
Similar Advisors
Ross Abbott, financial advisor Avon CT
Ross H. Abbott
CRD# 2756063
Advice And Planning Services
Company Name Location Dates Years
Edward Jones St. Louis, MO Sep 2016 - Current 7
Frayed Knot Restaurant Chapin, SC Jul 2016 - Aug 2016 < 1
Uconn Daily Campus Storrs, CT Jan 2016 - Jun 2016 < 1
University Of Connecticut Storrs, CT Aug 2013 - May 2016 2
Merrill Lynch Columbia, SC May 2015 - Aug 2015 < 1
Chapin Chop House Chapin, SC Dec 2013 - Aug 2015 1
Renegade Sports Center Waterford, CT Sep 2013 - Jan 2015 1
Connecticut Convention Center Hartford, CT Nov 2012 - Dec 2014 2
Millaras Landscaping New London, CT May 2012 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2016
Contact Info for Avery S. Barlow
Phone Number: 314-515-2000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.