Jerry Barrier is a registered investment advisor, based in Albemarle, NC, with 35 years of industry experience.
Location
339 North First St., Albemarle, NC, 28002
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerry works as an independent contractor for Small Business Solutions, providing accounting services and tax preparation, dedicating about a quarter of his time. He is also an agent for Avantax Insurance Agency/Services, focusing on insurance sales and client service, but this takes minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 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.