Dellon Barry, financial advisor Thousand Oaks CA

Dellon Barry

CRD Number: 6738085
Current Firm: Ibn Asset Management, LLC

Dellon Barry (CRD# 6738085) is an Investment Advisor Representative working at Ibn Asset Management, LLC in Thousand Oaks, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ibn Asset Management, LLC Thousand Oaks, CA Aug 2019 - Current 4
Institutional Bond Network, LLC Thousand Oaks, CA Dec 2016 - Current 7
Aaa Costa Mesa, CA Aug 2013 - Dec 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2017
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Dellon S. Barry
Phone Number: 805-277-4738
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $2,188,040
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA

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