Mark Barry, financial advisor Needham MA
90 score

Mark Barry

CRD Number: 6121326
Current Firm: Centerpoint Advisors, LLC

Mark Barry (CRD# 6121326) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Detwiler Fenton Wealth Management Boston, MA Feb 2013 - Current 3
Centerpoint Advisors Needham, MA Aug 2012 - Current 4
Elon University Elon, NC Aug 2008 - Jun 2012 3
Xavier Ian Brothers High School Westwood, MA Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Mark J. Barry
Phone Number: (781) 400-1748
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    230
    MILLIONS
  • Total Number of Accounts
    594
    ACCOUNTS
  • Average Account Value
    $387,899
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CT, FL, MA, NH, NY, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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