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 6 years of experience in the finance industry.
Winebrenner Capital Management LLC
Alexander Investment Services Company
|Pnc Investments||Louisville, KY||Jun 2015 - Current||2|
|Pnc Bank||Louisville, KY||Nov 2013 - Jun 2015||1|
|Pnc Investments||Lexington, 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 Management14,009MILLIONS
Total Number of Accounts91,053ACCOUNTS
Average Account Value$153,857
- 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
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.