Barry Craine
Barry Craine is a registered investment advisor at Black Card Circle, based in Sherman Oaks, CA, with 21 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 383 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
15300 Ventura Boulevard, Suite 212, Sherman Oaks, CA, 91403
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
November 2019Customer Dispute
December 2015Other Business ActivitiesSells Insurance
Barry is an insurance agent for various insurance companies, selling life insurance, fixed annuities, and fixed index annuities since 2020. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Black Card Circle
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Cameron Murphy & Spangler INC
Cameron, Murphy & Spangler, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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.