BC
CFP
BC
CFP

Barry Corkern

41 Years of Experience
Little Rock, AR

Barry Corkern is a CFP-designated registered investment advisor at Corkern & CO., INC., based in Little Rock, AR, with 41 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 4 more. Their firm serves 85 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
85 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$161.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Fees are sometimes negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

BC
Barry Corkern

Location

2300 Andover, Suite 100, Little Rock, AR, 72227-3992

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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 Activities

Barry is a director and shareholder of Contour Med, Inc., a custom breast prothesis company, spending minimal time on this. He also manages Pavilion Woods Partners, LLC, an office building, dedicating about 10-20% of his time, and is a shareholder and director of Gomba Estates, LTD, spending a few hours per week.

Employment History
Current Registrations
Corkern & CO., INC.
November 1984 - Present · 41 yrs 5 mos
Previous Registrations
Corkern Barry M Advisory Services INC
December 2003 - December 2005 · 2 yrs
Financial Decisions, INC.
August 1999 - November 2019 · 20 yrs 3 mos
State Registrations1 state
AR
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.
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Contact
Barry Corkern
Barry Corkern - Financial Advisor | TrueAdvisor