PB
CFP
PB
CFP

Patrick Barry

1 Year of Experience
Charlotte, NC
Broker

Patrick Barry is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 1 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

550 S Tryon St 44th & 45th Fls, Charlotte, NC, 28202

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Wells Fargo Advisors
September 2026 - Present · 1 mo
Wells Fargo Clearing Services, LLCBroker
August 2026 - Present · 2 mos
Previous Registrations
Powell Wealth
September 2018 - December 2019 · 1 yr 3 mos
State Registrations1 state
NC
Advisor

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.
More Advisors