Patrick Barry is a registered investment advisor, based in York, PA, with 10 years of industry experience.
Location
1423 E. Market St, York, PA, 17403
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is an insurance agent with W&R Insurance Agencies since 2015 and an advisory representative of a RIA since 2019, taking about half of his time. He is also a tax preparer, spending about 10-20% of his time on this activity, and the owner of Trusted Wealth Advisors, LLC, but spends minimal time on it.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations10 states
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