Kevin Barry, financial advisor Burlington MA
93 score

Kevin Barry

CRD Number: 1861115
Current Firm: Citizens Securities, Inc.

Kevin Barry (CRD# 1861115) is an Investment Advisor Representative working at Citizens Securities, Inc. in Burlington, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Burlington, MA Dec 2017 - Current < 1
Unemployed Melrose, MA Nov 2016 - Dec 2017 1
Infinex Investments, Inc. Meriden, CT Feb 2014 - Oct 2016 2
Unemployed Melrose, MA Sep 2013 - Jan 2014 < 1
Lpl Salem, MA Aug 2013 - Aug 2013 < 1
Infinex Investments, Inc. Farmington, CT Mar 2001 - Aug 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Kevin T. Barry
Phone Number: 1-800-942-8300
Registered State(s):
  • FL
  • RI
  • NH
By the Numbers
  • Total Assets Under Management
    3,586
    MILLIONS
  • Total Number of Accounts
    26,251
    ACCOUNTS
  • Average Account Value
    $136,605
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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