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 32 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Royal Alliance Associates, Inc.
Msi Financial Services, Inc.
|Marathon Financial Group, LLC||Columbia, PA||Apr 2015 - Current||3|
|Independent Insurance Agent||Lancaster, PA||Jan 1984 - Current||34|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management45MILLIONS
Total Number of Accounts263ACCOUNTS
Average Account Value$172,962
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MD, OH, PA