Barry
Simon

Wedbush Securities Inc

CRD#1126765
Investment Advisor
in Los Angeles, CA

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About this Advisor

Barry Simon is a financial advisor based out of Los Angeles, California with a total of 10 years of industry experience. Simon works at Wedbush Securities Inc. During their career, Simon has held roles at Student (Acting School) and Wedbush Morgan Securities. Simon maintains a Series 63 license, which qualifies them as a securities representative, and is registered to serve investors in California. Wedbush Securities Inc is a registered investment company operating out of Los Angeles, CA. The investment advisory business has offices in 58 locations and a total of 920 advisors. It manages $4 billion in assets among its 8,553 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 21 charitable organizations. Of its 8,553 accounts, just 14% belong to high-net-worth clients who have at least $1 million in assets. Wedbush Securities Inc has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules typically are based on the type of services provided. However, fees billed by Wedbush Securities Inc can consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

1000 Wilshire Blvd Ste 900
Los Angeles, CA 90017

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Wedbush Securities Inc Brokerage Details

Total Assets Under Management

$3,857,311,726

CA Average: $7,578,581,321
Total Number of Employees

920

CA Average: 43
Total Number of Accounts

8,553

CA Average: 3,727
Average Account Size

$450,989

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Barry Simon Work History

Barry has been registered as a financial advisor for 10 years.*

2001 - Present (23 years)

Wedbush Morgan Securities

1989 - Present (35 years)

Student (Acting School)

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Barry Simon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wedbush Securities Inc

Jonathan Monaco
Newport Beach, CA
Kevin Sesny
Los Angeles, CA
Eliza Forastieri-Pitsikalis
Jersey City, NJ
Kendra Kaska
Anchorage, AK
Wendy Olson
Gleneden Beach, OR
Robert Howard
Dallas, TX
David Yi
Los Angeles, CA
Paul Delzio
Sacramento, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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