Barry CalanoCRD Number: 5316122
Current Firm: Berthel Fisher & Company Financial Services, Inc.
Barry Calano (CRD# 5316122) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Suwanee, GA and has over 10 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Berthel Fisher & Company Financial Services, Inc.||Suwanee, GA||Jan 2011 - Current||6|
|Level Creek Wealth Management||Suwanee, GA||Jan 2011 - Jun 2014||3|
|Northeast Asset Group, LLC||Brewster, NY||Apr 2002 - Sep 2012||10|
|Barran Properties,llc||Somers, NY||Jan 1991 - Sep 2012||21|
|Equity Services, Inc.||Montpelier, VT||Apr 2007 - Jan 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2007|
|S65||NASAA Investment Advisors Law Examination||Apr 2007|
Total Assets Under Management765MILLIONS
Total Number of Accounts5,670ACCOUNTS
Average Account Value$134,832
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV