Barry Reid (CRD# 1098603) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 41 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merit Financial Group, LLC | Alpharetta, GA | Jan 2023 - Current | 1 |
| Lpl Financial LLC | Des Moines, WA | Aug 1994 - Current | 29 |
| Intervest Consultants Ltd. | Woodland Hills, CA | May 1982 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1983 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1996 |
- TX
- WA
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Total Assets Under Management7,252MILLIONS
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Total Number of Accounts25,088ACCOUNTS
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Average Account Value$289,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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