BQ
BQ

Barry Queen

13 Years of Experience
Pasadena, CA
BrokerSells Insurance

Barry Queen is a registered investment advisor at Cetera Investment Advisers LLC, based in Pasadena, CA, with 13 years of industry experience. Barry 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
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Location

251 South Lake Avenue Suite 800, Pasadena, CA, 91101

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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 sells fixed insurance products including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He is also the president of Clarity Financial Group, LLC, focusing on tax filing and asset protection, and the owner of Precision Planning Financial Group, LLC, a DBA for financial services, each taking about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2022 - June 2023 · 1 yr 2 mos
First Financial Equity CorporationBroker
January 2021 - April 2022 · 1 yr 3 mos
First Financial Equity Corporation
January 2021 - April 2022 · 1 yr 3 mos
Sagepoint Financial, INC.
January 2020 - January 2021 · 1 yr
Sagepoint Financial, INC.Broker
January 2020 - January 2021 · 1 yr
Eagle Strategies LLC
May 2017 - January 2020 · 2 yrs 8 mos
Nylife Securities LLCBroker
July 2012 - January 2020 · 7 yrs 6 mos
State Registrations22 states
AZCACTDCFLGAHIIDILMAMDMIMONCNJNVNYORPATXUTVA
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.
Barry Queen - Financial Advisor | TrueAdvisor