Barry DickCRD Number: 2441904
Current Firm: The Fiduciary Alliance
Barry Dick (CRD# 2441904) is an Investment Advisor Representative working at The Fiduciary Alliance in Tewksbury, MA and has over 29 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|The Fiduciary Alliance||Greenville, SC||Mar 2021 - Current||2|
|First Financial Advisors, LLC||Tewksbury, MA||May 2007 - Mar 2021||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1994|
|S65||NASAA Investment Advisors Law Examination||Apr 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management865MILLIONS
Total Number of Accounts11,514ACCOUNTS
Average Account Value$75,108
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IL, LA, MA, MI, MN, NC, ND, NE, NH, NJ, NY, OH, OR, SC, SD, TN, TX, VA
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