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Barry Alan Tripp

42 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
78 clients
Average Client Portfolio
$234K average
Assets Under Management
$18.3M

Fee Structure

Minimum Investment:$25K
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Location

Georgetown, TX

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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 is an Executive National VP with Freedom Equity Group (FEG), an independent marketing organization for life and annuity insurance companies, since 2013. Besides his own sales, he recruits, trains, and develops new agents, dedicating about half his time to this role.

Employment History
Current Registrations
Supreme Alliance LLC
March 2017 - Present · 8 yrs 11 mos
Supreme Alliance LLCBroker
March 2017 - Present · 8 yrs 11 mos
Supreme Alliance LLC
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Next Financial Group, INC.Broker
December 2011 - March 2017 · 5 yrs 3 mos
Next Financial Group, INC.
December 2011 - March 2017 · 5 yrs 3 mos
Transamerica Financial Advisors, INC.
January 1997 - December 2011 · 14 yrs 11 mos
Transamerica Financial Advisors, INCBroker
January 1997 - December 2011 · 14 yrs 11 mos
Mariner Financial Services, INC.Broker
January 1993 - December 1996 · 3 yrs 11 mos
PFS Investments INC.Broker
February 1983 - December 1992 · 9 yrs 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.