Kim Barry Email & Phone Number
Wealth Manager @ LPL Financial
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Kim Barry Location
- Knoxville, TN, US
Kim Barry Work
- 2020 -now Wealth Manager @
- 2015 -2020 Financial Advisor @
- 2008 -2015 Financial Advisor @
- 2004 -2008 Trust and Estate Associate @ Merrill Lynch Trust Company
- 2001 -2003 Member Services @ Oak Ridge Federal Credit Union
Kim Barry Education
- Boston University
C.T.F.A. Designation (Institute of Certified Bankers Trusts & Estates Certification Program)
2006-2008 - Fairleigh Dickinson University
Bachelor's degree
2004-2007 - University of Tennessee, Knoxville 1997-1999
- Fairleigh Dickinson University
BA (Individualized Studies, Concentration in Finance)
Kim Barry Skills
- Series 7
- Investments
- Savings
- Wealth Management
- Investment Advisory
- Estate Planning
- Strategic Financial Planning
- Securities
- Retirement
- Mutual Funds
- Asset Managment
- IRAs
- Mortgage Lending
- Insurance
- Asset Management
- Risk Management
- Financial Advisory
- Series 24
- Financial Services
- Finance
- Portfolio Management
- Alternative Investments
- Retirement Planning
- Investment Strategies
- 401k
- Management
- Asset Allocation
- Public Speaking
- Equities
- Wealth Management Services
- FINRA
- Financial Planning
- Fixed Annuities
- Series 65
Kim Barry Summary
- Kim Barry, based in Knoxville, TN, US, is currently a Wealth Manager at LPL Financial. Kim Barry brings experience from previous roles at Wells Fargo Advisors, Merrill Lynch, Merrill Lynch Trust Company and Oak Ridge Federal Credit Union. Kim Barry holds a 2006 - 2008 C.T.F.A. Designation in Institute of Certified Bankers Trusts & Estates Certification Program @ Boston University. With a robust skill set that includes Series 7, Investments, Savings, Wealth Management, Investment Advisory and more. Kim Barry has 2 emails and 2 mobile phone numbers on RocketReach.
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