Unclaimed Profile

John Joseph Barker

BEIRNE WEALTH CONSULTING SERVICES, LLC·SHELTON, Connecticut

SIE, Series 7, Series 24, Series 27, Series 63Clean record32 years registeredBEIRNE WEALTH CONSULTING SERVICES, LLC

3 ENTERPRISE DRIVE, SHELTON, CT 06484CRD# 1675864Firm CRD# 167103

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Joseph Barker · SHELTON, CT

Registration

CRD #1675864 · BEIRNE WEALTH CONSULTING SERVICES, LLC · 32 years registered

Brand Profile

Not yet started

Career History

NEUBERGER BERMAN BD LLC

Jul 2002 – present

NEUBERGER BERMAN BD LLC

Jul 1994 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Registration record

First registered · July 27, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEIRNE WEALTH CONSULTING SERVICES, LLC

CRD 167103 · SEC 801-77726

AUM

$1.1B

Regulatory assets under management

Employees

1,136 client accounts

Services offered by BEIRNE WEALTH CONSULTING SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEIRNE WEALTH CONSULTING SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does John Joseph Barker offer?

John Joseph Barker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHELTON, Connecticut for a consultation.

What are John Joseph Barker's credentials?

John Joseph Barker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Joseph Barker located?

John Joseph Barker is based in SHELTON, Connecticut, working with BEIRNE WEALTH CONSULTING SERVICES, LLC. Their office serves clients in the SHELTON metropolitan area and surrounding communities.

How does John Joseph Barker charge for services?

John Joseph Barker's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEIRNE WEALTH CONSULTING SERVICES, LLC?

BEIRNE WEALTH CONSULTING SERVICES, LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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