Barry Yerger, financial advisor Wilmington DE
83 score

Barry Yerger

CRD Number: 1878586
Current Firm: Fcg Wealth Management, LLC

Barry Yerger (CRD# 1878586) is an Investment Advisor Representative working at Fcg Wealth Management, LLC in Wilmington, DE and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Fcg Advisors LLC Wilmington, DE Mar 2009 - Current 7
Jesup & Lamont Securities New York, NY Oct 2004 - Mar 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
S65 NASAA Investment Advisors Law Examination Apr 2013
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Barry W. Yerger
Phone Number: 973-635-7374
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    805
    MILLIONS
  • Total Number of Accounts
    1,377
    ACCOUNTS
  • Average Account Value
    $584,400
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, MI, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, WA

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BADGES
83

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