Barry Havener, financial advisor Sarasota FL
93 score

Barry Havener

CRD Number: 1319207
Current Firm: Janney Montgomery Scott LLC

Barry Havener (CRD# 1319207) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Sarasota, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott LLC Sarasota, FL Apr 2012 - Current 4
Morgan Keegan And Company, Inc. Sarasota, FL May 2008 - Apr 2012 3
Wachovia Securities, LLC Sarasota, FL Jun 2006 - May 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S65 NASAA Investment Advisors Law Examination Feb 1997
Contact Info for Barry M. Havener
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    19,593
    MILLIONS
  • Total Number of Accounts
    60,602
    ACCOUNTS
  • Average Account Value
    $323,312
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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