Barry Steele
Barry Steele is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Harrodsburg, KY, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
776 South College Street, Harrodsburg, KY, 40330
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barry is an associate/employee at Farmers National Bank and FNB Investment Services, offering investment services and working as an investment executive, taking about half of Barry's time for each. He also serves as an officer (President) for the Mercer County Public Library, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 states
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