Barry HerrlingerCRD Number: 1383721
Current Firm: Theus Wealth Advisors
Barry Herrlinger (CRD# 1383721) is an Investment Advisor Representative working at Theus Wealth Advisors in Columbia, PA and has over 31 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Marathon Financial Group, LLC||Columbia, PA||Apr 2015 - Current||1|
|Independent Insurance Agent||Lancaster, PA||Jan 1984 - Current||33|
|Signature Investment Inc.||Dayton, OH||Jan 2013 - Apr 2015||2|
|Sicor Securities Inc.||Lancaster, PA||Mar 2010 - Aug 2013||3|
|Usa Financial Securities||Ada, MI||Mar 2008 - Jan 2009||< 1|
|Securities Service Network, Inc.||Lancaster, PA||Jun 2007 - Feb 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management27MILLIONS
Total Number of Accounts167ACCOUNTS
Average Account Value$159,263
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MD, OH, PA
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