Misty Barry, financial advisor Phoenix AZ

Misty Barry

CRD Number: 2699375
Current Firm: Charles Schwab & Company, Inc.

Misty Barry (CRD# 2699375) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ Dec 1995 - Current 28
Schwab Wealth Advisory Inc. Phoenix, AZ Dec 2022 - Jan 2023 < 1
Schwab Private Client Investment Advisory, Inc. Phoenix, AK Jan 2012 - Oct 2022 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Misty N. Barry
Phone Number: 415-667-7000
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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