Barry Wellins (CRD# 5695790) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in San Francisco, CA and has over 8 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | San Francisco, CA | May 2019 - Current | 5 |
| U.s. Bank | San Francisco, CA | Apr 2019 - Current | 5 |
| Unionbanc Investment Services | San Diego, CA | Mar 2018 - Apr 2019 | 1 |
| Mufg Union Bank | San Diego, CA | Mar 2018 - Apr 2019 | 1 |
| Unemployed | San Diego, CA | Oct 2016 - Mar 2018 | 1 |
| Raymond James Financial Services Advisors Inc. | Abilene, TX | Aug 2016 - Oct 2016 | < 1 |
| Raymond James Financial Services Inc. | Abilene, TX | Aug 2016 - Oct 2016 | < 1 |
| First Financial Bank | Abilene, TX | Mar 2016 - Oct 2016 | < 1 |
| Bbva Wealth Solutions Inc. | Houston, TX | Oct 2015 - Feb 2016 | < 1 |
| Bbva Securities Inc. | Houston, TX | Dec 2014 - Feb 2016 | 1 |
| Compass Bank | Birmingham, AL | Mar 2009 - Feb 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- CA
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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