John Barry is a registered investment advisor, based in Charleston, WV, with 22 years of industry experience.
Location
300 Summer St, Suite 620, Charleston, WV, 25301
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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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John is the head coach for the girls' lacrosse team at Capital High School since 2018, dedicating about 10-20% of his time to this role. This activity is not investment-related.
Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 7 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 7 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 7 mos
Previous Registrations
Bb&t Securities, LLCBroker
September 2017 - February 2021 · 3 yrs 5 mos
Bb&t Securities, LLC
July 2017 - February 2021 · 3 yrs 7 mos
Bb&t Institutional Investment Advisers, INC.
March 2011 - December 2016 · 5 yrs 9 mos
Bb&t Asset Management, INC.
July 2004 - November 2010 · 6 yrs 4 mos
Bb&t Investment Services, INC.
April 2004 - July 2004 · 3 mos
Bb&t Asset Management, INC.
January 2003 - April 2004 · 1 yr 3 mos
State Registrations36 states
ALARAZCACOCTDCDEFLGAILINKSKYMAMDMIMOMSNCNHNVNYOHORPAPRSCSDTNTXUTVAVTWIWV
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.