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Barry Jonathan Reid

42 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
222 advisors
Number of Clients
14,417 clients
Average Client Portfolio
$734K average
Assets Under Management
$10.6B

Fee Structure

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Location

Des Moines, WA

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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 works full-time for Merit Financial Group as an investment advisor and spends minimal time providing fixed insurance advice. He is also involved with Pierce County Alliance as an investor and board member, owns Billy Bogey LLC, is a director at Rapid Rabbit LLC (real estate rental), and owns Intervest Consultants for tax reporting purposes.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 6 mos
Merit Financial Advisors
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Financial Design Group, INC.
May 1998 - November 2009 · 11 yrs 6 mos
LPL Financial LLC
October 1994 - February 2023 · 28 yrs 4 mos
LPL Financial LLCBroker
August 1994 - August 2024 · 30 yrs
Waddell & Reed, INC.Broker
March 1983 - August 1994 · 11 yrs 5 mos
State Registrations22 states
AKAZCACOFLGAHIIDKYMDMTNCNMNVNYOHOKORTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Barry Jonathan Reid - Financial Advisor | TrueAdvisor