Barry Smith, financial advisor Pocatello ID

Barry Smith

CRD Number: 6329268
Current Firm: Arbor Point Advisors

Barry Smith (CRD# 6329268) is an Investment Advisor Representative working at Arbor Point Advisors in Pocatello, ID and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Pocatello, ID Mar 2021 - Current 3
Arbor Point Advisors Pocatello, ID Mar 2021 - Current 3
Wells Fargo Advisors Financial Network, LLC Pocatello, ID Jan 2021 - Mar 2021 < 1
Wells Fargo Clearing Services, LLC Pocatello, ID Nov 2016 - Jan 2021 4
Wells Fargo Advisors, LLC Pocatello, ID Apr 2014 - Nov 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Barry Smith
Phone Number: 888-777-1992
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    6,429
    MILLIONS
  • Total Number of Accounts
    30,789
    ACCOUNTS
  • Average Account Value
    $208,807
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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