Barry BlalockCRD Number: 5898656
Current Firm: Pnc Investments
Barry Blalock (CRD# 5898656) is an Investment Advisor Representative working at Pnc Investments in Louisville, KY and has over 5 years of experience in the finance industry.
Winebrenner Capital Management LLC
Alexander Investment Services Company
|Pnc Investments||Louisville, KY||Jun 2015 - Current||2|
|Pnc Investments||Lexington, KY||Nov 2013 - Jun 2015||1|
|Pnc Bank||Louisville, KY||Nov 2013 - Jun 2015||1|
|Bb&t Investment Services, Inc.||Louisville, KY||Nov 2012 - Nov 2013||1|
|Wells Fargo Advisors LLC||Louisville, KY||Jul 2011 - Nov 2012||1|
|Merrill Lynch Pierce, Fenner & Smith, Inc.||Louisville, KY||Feb 2011 - Jul 2011||< 1|
|Allstate||Denver, CO||Aug 2010 - Feb 2011||< 1|
|Sprint||Denver, CO||Nov 2009 - Aug 2010||< 1|
|Starbucks||Superior, CO||Sep 2009 - Nov 2009||< 1|
|Suki Thai Noodle House||Boulder, CO||Jun 2009 - Sep 2009||< 1|
|Unemployed||Louisville, KY||Dec 2008 - Jun 2009||< 1|
|Radioshack||Louisville, KY||Sep 2008 - Dec 2008||< 1|
|Budget||Louisville, KY||May 2004 - Sep 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- 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, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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