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Barry Barnette

23 Years of Experience
Greer, SC
BrokerSells Insurance

Barry Barnette is a registered investment advisor, based in Greer, SC, with 23 years of industry experience.

Location

404 Memorial Dr. Extension, Suite C, Greer, SC, 29651

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Barry is an independent insurance agent for various companies through Bull Financial, LLC, selling life, health, disability, fixed annuities, and fixed indexed annuities, dedicating about a quarter of his time. He is also an advisory representative of a RIA, CIRA, spending about half his time managing client assets or preparing financial plans for a fee.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2021 - Present · 4 yrs 11 mos
Cambridge Investment Research Advisors, INC.
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Gwn Securities INC.Broker
October 2018 - June 2021 · 2 yrs 8 mos
Gwn Securities INC.
October 2018 - June 2021 · 2 yrs 8 mos
Foresters Equity Services, INC.
September 2014 - October 2018 · 4 yrs 1 mo
Foresters Equity Services, INC.Broker
September 2014 - October 2018 · 4 yrs 1 mo
Lincoln Financial Securities Corporation
January 2007 - August 2014 · 7 yrs 7 mos
Lincoln Financial Securities CorporationBroker
March 2004 - August 2014 · 10 yrs 5 mos
American General Securities IncorporatedBroker
October 2002 - October 2003 · 1 yr
Franklin Financial Services CorporationBroker
February 2002 - October 2002 · 8 mos
State Registrations6 states
FLGAILNCSCTN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Barry Barnette - Financial Advisor | TrueAdvisor