Barry Kay (CRD# 5702999) is an Investment Advisor Representative working at Lpl Financial LLC in Iselin, NJ and has over 14 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Iselin, NJ | Sep 2021 - Current | 2 |
| Cetera Investment Services LLC | St Cloud, MN | Jun 2019 - Sep 2021 | 2 |
| Cetera Investment Advisers LLC | Iselin, NJ | Jun 2019 - Sep 2021 | 2 |
| Foresters Advisory Services | Iselin, NJ | Aug 2017 - Jun 2019 | 1 |
| Foresters Financial Services | Woodbridge, NJ | Jul 2009 - Jun 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2009 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- NJ
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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