Barry Waits, financial advisor Spokane WA

Barry Waits

CRD Number: 3075688
Current Firm: Waits Investments, LLC

Barry Waits (CRD# 3075688) is an Investment Advisor Representative working at Waits Investments, LLC in Spokane, WA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Waits Investments, LLC Portland, OR Oct 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Barry B. Waits
Phone Number: 5037563483
Registered State(s):
  • TX
  • WA
Current Firm Details
Waits Investments, LLC
Firm's CRD Number: 165785
By the Numbers
  • Total Assets Under Management
    59
    MILLIONS
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $398,649
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
Types of Clients
Registered States

CA, OR, TX, WA

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