BB
CFP · ChFC
BB
CFP · ChFC

Barry Steven Bass

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
2,583 clients
Average Client Portfolio
$745K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None
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Location

1107 E Maryland Ave, Hagerstown, MD, 21740

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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 works at Fulton Bank and Fulton Financial Advisors, dedicating about half of his time to each role, focusing on investment sales and recommending investment and insurance solutions. He also works as an agent for Specific Solutions selling life insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Northwest Financial Group LLCBroker
November 2025 - Present · 3 mos
Northwest Financial Advisors LLC
November 2025 - Present · 3 mos
LPL Financial LLCBroker
November 2025 - Present · 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2015 - November 2025 · 10 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 2015 - November 2025 · 10 yrs 4 mos
M&t Securities, INC.
November 2006 - July 2015 · 8 yrs 8 mos
M&t Securities, INC.Broker
September 2004 - July 2015 · 10 yrs 10 mos
State Registrations2 states
MDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.