Timothy Barry (CRD# 4082369) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwfs Equities, Inc. | Blue Ash, OH | Sep 2014 - Jul 2015 | < 1 |
| J.p. Morgan Institutional Investments Inc. | Cincinnati, OH | Jul 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
- OH
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Total Assets Under Management32,132MILLIONS
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Total Number of Accounts228,318ACCOUNTS
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Average Account Value$140,734
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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