Charles BarryCRD Number: 1004760
Current Firm: Berkeley Capital Partners, LLC
Charles Barry (CRD# 1004760) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Norcross, GA and has over 34 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Berkeley Capital Partners, LLC||Norcross, GA||Aug 2015 - Current||1|
|Triad Advisors, Inc.||Norcross, GA||Aug 2015 - Current||1|
|Wells Fargo Advisors Financial Network LLC||Atlanta, GA||Aug 2009 - Aug 2015||6|
|Ubs Financial Servies Inc.||Alpharetta, GA||Sep 2005 - Aug 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1982|
|S65||NASAA Investment Advisors Law Examination||Jun 1991|
Total Assets Under Management274MILLIONS
Total Number of Accounts1,104ACCOUNTS
Average Account Value$248,396
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IL, KS, LA, MD, NC, NE, NH, NJ, NY, OH, PA, TN, TX, VA
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