Barry Weller (CRD# 2925130) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Boyertown, PA and has over 26 years of experience in the finance industry.
CRD# 2913549
Mml Investors Services, LLC
CRD# 5921051
Lincoln Financial Advisors Corporation
CRD# 5231432
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors | Boyertown, PA | Jan 2019 - Current | 5 |
| Reading Area Community College | Reading, PA | Jul 1999 - Current | 24 |
| Barry L. Weller, Ea | Boyertown, PA | Feb 1991 - Current | 33 |
| Questar Asset Management | Minneapolis, MN | Nov 2016 - Jan 2019 | 2 |
| Questar Capital Corporation | Minneapolis, MN | Dec 2006 - Jan 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- PA
- TX
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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