Daniel Barry is a registered investment advisor, based in Austin, TX, with 29 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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
Daniel is an SVP at NFP Corp Services, providing sales and consulting for executive benefit plans, which takes nearly full-time. He is also an IAR with Kestra Advisory Services, the owner of Wealth Preservation Inc (insurance), President/Owner of Right Course Consulting, LLC, and holds board positions with the NC Republican Party, Hornet's Nest Republican Men's Club, and PRESBYTERY OF THE CENTRAL CAROLINAS.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Lockton Investment Advisors, LLC
Lockton Financial Advisors, LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Jefferson Pilot Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Ogilvie Security Advisors CorporationBroker
New England SecuritiesBroker
State Registrations18 states
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