Barry JefferyCRD Number: 1888381
Current Firm: Lincoln Investment
Barry Jeffery (CRD# 1888381) is an Investment Advisor Representative working at Lincoln Investment in Hoover, AL and has over 29 years of experience in the finance industry.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Lincoln Investment||Hoover, AL||Jun 2012 - Current||6|
|Capital Analysts, Incorporated||Birmingham, AL||Feb 1994 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
Total Assets Under Management6,294MILLIONS
Total Number of Accounts109,798ACCOUNTS
Average Account Value$57,320
- 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)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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