Kevin
Barry

Citizens Securities, Inc

CRD#1861115
Investment Advisor
in Peabody, MA

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About this Advisor

Kevin Barry is a financial advisor who is based in Peabody, Massachusetts. Currently an investment advisor with Citizens Securities, Inc, they have gathered 17 years of experience as a registered advisor. Barry holds Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Barry is able to advise clients based out of Florida, Rhode Island and New Hampshire. Over the course of their career, Barry has held roles at Infinex Investments, Inc, Lpl and Citizens Securities, Inc. Citizens Securities, Inc is located in Peabody, Massachusetts, and operates out of 1,165 other locations in the United States. As an advisory firm, Citizens Securities, Inc oversees $4 billion in assets throughout 26,500 client accounts and employs more than 1,469 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. Currently 6% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Citizens Securities, Inc can offer portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

19 Howley Street Ms: Ma-142
Peabody, MA 01960

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$3,571,716,932

MA Average: $16,012,751,954
Total Number of Employees

1,481

MA Average: 118
Total Number of Accounts

28,867

MA Average: 4,567
Average Account Size

$123,730

MA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Kevin Barry Work History

Kevin has 17 years of experience.

2017 - Present (2 years)

Citizens Securities, Inc

2014 - 2016 (2 years)

Infinex Investments, Inc

2013 - 2013 (< 1 year)

Lpl

2001 - 2013 (12 years)

Infinex Investments, Inc

Disclosures

Kevin Barry has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Citizens Securities, Inc

Steele Sartwell
Canton, MA
Yekaterina Ferraro
Canton, MA
Justin Muntean
Bloomfield Hills, MI
Preston Walker
Norristown, PA
James Falvey
Johnston, RI
Jennifer Paci
Johnston, RI
Josephina Luczak
Paoli, PA
Jason Ruel
Medford, MA

This content was compiled from the SEC and FINRA.

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