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Mark Johnson Barry

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
491 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$687.7M

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$30,000
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Location

175 Highland Avenue, Suite 302, Needham, MA, 02494

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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 Activities

Mark is a registered investment advisor at Centerpoint Advisors, LLC, dedicating full-time hours to this role.

Employment History
Current Registrations
Centerpoint Advisors, LLC
April 2013 - Present · 12 yrs 10 mos
Previous Registrations
Wood (arthur W.) Company, INC.Broker
April 2017 - April 2021 · 4 yrs
Detwiler Fenton Wealth Management INCBroker
March 2013 - May 2015 · 2 yrs 2 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Mark Johnson Barry - Financial Advisor | TrueAdvisor