Barry Bellwood, financial advisor Leominster MA

Barry Bellwood

CRD Number: 1333474
Current Firm: Primerica Advisors

Barry Bellwood (CRD# 1333474) is an Investment Advisor Representative working at Primerica Advisors in Leominster, MA and has over 36 years of experience in the finance industry.

Similar Advisors
Cynthia Pellegrino, financial advisor Leominster MA
Cynthia Pellegrino
CRD# 4257163
Prosperity Wealth Management, Inc.
Similar Advisors
Virginia Aaron, financial advisor Leominster MA
Virginia E. Aaron
CRD# 5046672
Claybrook Capital, LLC
Similar Advisors
James Abagis, financial advisor Leominster MA
James D. Abagis
CRD# 1388001
The Cerato Group LLC
Company Name Location Dates Years
Barry M Bellwood Leominster, MA Jun 1992 - Current 29
Primerica Financial Services Leominster, MA Feb 1991 - Current 30
Pfs Investments Inc. Leominster, MA Dec 1984 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
S65 NASAA Investment Advisors Law Examination Jul 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Barry M. Bellwood
Phone Number: 800-544-5445
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    5,090
    MILLIONS
  • Total Number of Accounts
    39,842
    ACCOUNTS
  • Average Account Value
    $127,761
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.