Erin Barry (CRD# 7121420) is an Investment Advisor Representative working at Means Wealth Management in Bangor, ME and has over 4 years of experience in the finance industry.
CRD# 4190389
Raymond James Financial Services Advisors, Inc.
CRD# 2381832
Commonwealth Financial Network
CRD# 5736969
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Means Wealth Management | Bangor, ME | Sep 2021 - Current | 2 |
| Means Wealth Management | Bangor, ME | May 2019 - Sep 2021 | 2 |
| Means Wealth Management | Bangor, ME | Feb 2019 - May 2019 | < 1 |
| Penobscot Community Health Care | Bangor, ME | Aug 2018 - Feb 2019 | < 1 |
| Northern Light Health | Brewer, ME | Apr 2014 - Jul 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- ME
-
Total Assets Under Management977MILLIONS
-
Total Number of Accounts3,038ACCOUNTS
-
Average Account Value$321,590
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, FL, GA, MA, ME, NC, NH, NY, SC, TX, VA, WA
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