Barry Wind, financial advisor Westminster MD
93 score

Barry Wind

CRD Number: 4593025
Current Firm: Cambridge Investment Research Advisors, Inc.

Barry Wind (CRD# 4593025) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westminster, MD and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jun 2015 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2015 - Current 1
Financial West Group Westlake Village, CA May 2003 - Jun 2015 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Barry C. Wind
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Market timing services
  • 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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