Barry
Barlow
Barlow Wealth Partners, LLC
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About this Advisor
Barry Barlow is a financial advisor based in Louisville, Kentucky, working with Barlow Wealth Partners, LLC. Barry has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Barlow Wealth Partners, LLC. Barry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky. Currently, Barry is part of Barlow Wealth Partners, LLC, which operates out of Louisville, Kentucky. The firm has 6 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Barlow Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Barlow Wealth Partners, LLC Brokerage Details
$1,011,969,635
6
1,238
$817,423
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Barry Barlow Work History
Barlow Wealth Partners, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Barry Barlow 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 Barlow Wealth Partners, LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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