Michael BarryCRD Number: 6148355
Current Firm: Ameriprise Financial Services, Inc.
Michael Barry (CRD# 6148355) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Scottsdale, AZ and has over 4 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Amerprise Financial Services, Inc.||Scottsdale, AZ||Jan 2013 - Current||4|
|Self-employed||Phoenix, AZ||Apr 2012 - Dec 2012||< 1|
|American Express||New York, NY||Sep 1987 - Feb 2012||24|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV