John Barry, financial advisor Charleston WV

John Barry

CRD Number: 4620534
Current Firm: Truist Advisory Services, Inc.

John Barry (CRD# 4620534) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charleston, WV and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. Charleston, WV Feb 2021 - Current 3
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Current 3
Bb&t Securities Charleston, WV Jun 2017 - Current 6
Gkvf, Inc. Charleston, WV Nov 2016 - Apr 2017 < 1
Branch Banking And Trust Co Charleston, WV Mar 1999 - Oct 2016 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for John M. Barry
Phone Number: 404-813-7713
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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