Barry BellottCRD Number: 3140566
Current Firm: Ausdal Financial Partners, Inc.
Barry Bellott (CRD# 3140566) is an Investment Advisor Representative working at Ausdal Financial Partners, Inc. in Downers Grove, IL and has over 22 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Ausdal Financial Partners, Inc.||Aurora, IL||Aug 2009 - Current||12|
|Barry J. Bellott, Cpa||North Aurora, IL||Jan 1997 - Oct 2021||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 2018|
Total Assets Under Management1,341MILLIONS
Total Number of Accounts7,017ACCOUNTS
Average Account Value$191,071
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
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, VT, WA, WI, WV
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