Barry WhitakerCRD Number: 5040002
Current Firm: Truist Advisory Services, Inc.
Barry Whitaker (CRD# 5040002) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Daytona Beach, FL and has over 14 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Ameriprise Financial Services, LLC
Wells Fargo Clearing Services, LLC
|Suntrust Advisory Services||Atlanta, GA||Aug 2016 - Current||5|
|Suntrust Investment Services, Inc.||Atlanta, GA||May 2015 - Current||6|
|Bank Of America, Na||Daytona Beach, FL||May 2010 - May 2015||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Ormond Beach, FL||Oct 2009 - May 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2007|
|S65||NASAA Investment Advisors Law Examination||Mar 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management53,898MILLIONS
Total Number of Accounts124,678ACCOUNTS
Average Account Value$432,299
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, WY
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