Barry Betters, financial advisor Portsmouth NH

Barry Betters

CRD Number: 5941511
Current Firm: Cornerstone Financial Planning, LLC

Barry Betters (CRD# 5941511) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has over 12 years of experience in the finance industry. Barry Betters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cornerstone Financial Planning, LLC Portsmouth, NH Aug 2021 - Current 2
Zeiders Enterprises Inc. Portsmouth, NH Feb 2019 - Aug 2021 2
Paladin Advisors, LLC Kensington, NH May 2016 - Feb 2019 2
Fidelity Investments Portland, ME Jun 2011 - Apr 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Barry K. Betters
Phone Number: 603-431-1133
Registered State(s):
  • ME
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    934
    ACCOUNTS
  • Average Account Value
    $327,675
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, MA, ME, NH, TX

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