Rooney Barker, financial advisor Highland IL
93 score

Rooney Barker

CRD Number: 868734
Current Firm: M Holdings Securities, Inc.

Rooney Barker (CRD# 868734) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Highland, IL and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Portell Financial Services, Inc. Highland, IL Jan 2012 - Current 4
M Holdings Securities, Inc. Portland, OR Jan 2012 - Current 4
Security Life Of Denver Insurance Company Denver, CO Jan 1983 - Current 33
Rooney Barker Highland, IL Dec 1982 - Current 34
Nfp Securities, Inc. Highland, IL Jul 2005 - Feb 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1979
S65 NASAA Investment Advisors Law Examination Nov 1995
Contact Info for Rooney Barker
Phone Number: 800-656-6960
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    958
    MILLIONS
  • Total Number of Accounts
    2,758
    ACCOUNTS
  • Average Account Value
    $347,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • 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

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

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