Barry Bass is a CFP, ChFC-designated registered investment advisor, based in Herndon, VA, with 21 years of industry experience.
Location
200 Spring Street, Suite 120, Herndon, VA, 20170
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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
Barry works at Fulton Bank and Fulton Financial Advisors, dedicating about half of his time to each role, focusing on investment sales and recommending investment and insurance solutions. He also works as an agent for Specific Solutions selling life insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Northwest Financial Group LLCBroker
Northwest Financial Advisors LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
M&t Securities, INC.
M&t Securities, INC.Broker
State Registrations15 states
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.