Barry Wyman, financial advisor Wareham MA

Barry Wyman

CRD Number: 1597387
Current Firm: Cambridge Investment Research Advisors, Inc.

Barry Wyman (CRD# 1597387) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wareham, MA and has over 37 years of experience in the finance industry. Barry Wyman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Dec 2023 - Current < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Dec 2023 - Current < 1
Mml Investors Services, LLC Wareham, MA Mar 2017 - Dec 2023 6
Mass Mutual Life Insurance Company Wareham, MA Jul 2016 - Dec 2023 7
Metlife Securities Inc. Boston, MA Jan 2015 - Mar 2017 2
New England Securities Boston, MA Apr 2002 - Jan 2015 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1986
S65 NASAA Investment Advisors Law Examination Sep 1992
Contact Info for Barry S. Wyman
Phone Number: 641-472-5100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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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