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Erin Leigh Barry

MEANS INVESTMENT CO., INC.·BANGOR, Maine
Unclaimed Profile
802 STILLWATER AVE., BANGOR, ME 04401-3614CRD# 7121420Firm CRD# 2748
01

About

Erin Leigh Barry is a registered financial advisor based in BANGOR, Maine, affiliated with MEANS INVESTMENT CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MEANS INVESTMENT CO., INC.
MEANS WEALTH MANAGEMENT
AUM
$977M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at MEANS INVESTMENT CO., INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: PROVIDE GENERAL ADVICE & FIN. PLANNING SVCS FOR A NEGOTIATED FEE
Regulatory
SEC/IARD CRD# 7121420
Firm CRD# 2748
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erin Leigh Barry offer?
Erin Leigh Barry specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BANGOR, Maine for a consultation.
What are Erin Leigh Barry's credentials?
Erin Leigh Barry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erin Leigh Barry located?
Erin Leigh Barry is based in BANGOR, Maine, working with MEANS INVESTMENT CO., INC.. Their office serves clients in the BANGOR metropolitan area and surrounding communities.
How does Erin Leigh Barry charge for services?
Erin Leigh Barry's firm is compensated through percentage of aum, hourly charges, other: provide general advice & fin. planning svcs for a negotiated fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEANS INVESTMENT CO., INC.?
MEANS INVESTMENT CO., INC. has approximately 21 employees and manages $977M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maine
PORTLAND (131)BRUNSWICK (17)BAR HARBOR (6)FALMOUTH (6)SOUTH PORTLAND (5)
City Guides
PORTLAND GuideBRUNSWICK GuideBAR HARBOR GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
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