JB
JB

John Barry

23 Years of Experience
Rockport, MA
BrokerSells Insurance

John Barry is a registered investment advisor at Cetera Investment Advisers LLC, based in Rockport, MA, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

Rockport, MA

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

John owns Barry Financial Advisors, a financial services firm, and works there full-time. He also works as an independent insurance agent selling fixed insurance products for a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2003 - June 2021 · 18 yrs 5 mos
Voya Financial Advisors, INC.Broker
October 2002 - June 2021 · 18 yrs 8 mos
American Express Financial Advisors INC.Broker
May 2002 - October 2002 · 5 mos
Ids Life Insurance CompanyBroker
May 2002 - October 2002 · 5 mos
State Registrations4 states
FLMANHRI
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.