Barry Gessner, financial advisor Newtown PA

Barry Gessner

CRD Number: 1175553
Current Firm: Securities America Advisors, Inc.

Barry Gessner (CRD# 1175553) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Newtown, PA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors, Inc. Newtown, PA May 2003 - Current 20
Securities America, Inc. Newtown, PA Jan 2003 - Current 21
Dean Charles Associates Inc. Newtown, PA Apr 1985 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Mar 2003
Contact Info for Barry D. Gessner
Phone Number: 402-399-9111
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

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