Edward Barry
Edward Barry is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Avon, CT, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1701 SW Gage Blvd, Avon Park South, Avon, CT, 06001
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1997Other Business ActivitiesSells Insurance
Edward is a health insurance agent for United Healthcare-Medicare Advantage since 2019, dedicating a few hours per week to this activity. He also owns Valley Financial Group, LLC, a support company, but spends minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Advest, INC.
Advest, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Moseley Securities CorporationBroker
New England Securities CorporationBroker
Pruco Securities CorporationBroker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.