Robert
Barry
Founders Financial Securities LLC
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About this Advisor
Robert Barry is a financial advisor based in East Falmouth, Massachusetts, working with Founders Financial Securities LLC. Robert has previously held positions at Founders Financial Securities, LLC and Barry And Campagna Financial Services, Inc. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Robert is part of Founders Financial Securities LLC, which operates out of East Falmouth, Massachusetts. The firm has 65 offices and 137 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Founders Financial Securities LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Founders Financial Securities LLC Brokerage Details
$2,908,968,688
137
18,269
$159,230
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
Robert Barry Work History
Founders Financial Securities, LLC
Barry And Campagna Financial Services, Inc
Disclosures
Please visit the SEC profile of Robert Barry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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