Barry Herrlinger, financial advisor Columbia PA
93 score

Barry Herrlinger

CRD 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.

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Company Name Location Dates Years
Marathon Financial Group, LLC Columbia, PA Apr 2015 - Current 1
Independent Insurance Agent Lancaster, PA Jan 1984 - Current 32
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
Contact Info for Barry L. Herrlinger
Phone Number: 443-718-6310
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $159,263
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

MD, OH, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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