Barry Gessner, financial advisor Newtown PA
93 score

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 15 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 13
Securities America, Inc. Newtown, PA Jan 2003 - Current 13
Dean Charles Associates Inc. Newtown, PA Apr 1985 - Current 31
Heartland Institute Of Financial Education Aurora, CO Dec 2004 - Dec 2008 4
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
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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