Unclaimed Profile

Barry Martin Wesson

ARC INVESTMENT PLANNING & MANAGEMENT INC·LENOX, Massachusetts

Series 7, Series 24, Series 27, Series 63, Series 65Clean record26 years registeredARC INVESTMENT PLANNING & MANAGEMENT INC

5 WALKER STEET, LENOX, MA 01240-2723CRD# 1780580Firm CRD# 126355

Profile Verification

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

Identity

Barry Martin Wesson · LENOX, MA

Registration

CRD #1780580 · ARC INVESTMENT PLANNING & MANAGEMENT INC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ARC INVESTMENT PLANNING & MANAGEMENT INC

APELLA CAPITAL

Mar 2017 – Jan 2021

Lenox, MA

SYMMETRY PARTNERS

Mar 2017 – Feb 2019

Lenox, MA

ARC INVESTMENT PLANNING & MANAGEMENT INC

Sep 2004 – Mar 2017

LENOX, MA

WS SECURITIES INC

Oct 1999 – Mar 2017

LENOX, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · October 3, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARC INVESTMENT PLANNING & MANAGEMENT INC

CRD 126355 · SEC 801-63012

AUM

$171M

Regulatory assets under management

Employees

732 client accounts

Services offered by ARC INVESTMENT PLANNING & MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ARC INVESTMENT PLANNING & MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Barry Martin Wesson offer?

Barry Martin Wesson specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Barry Martin Wesson's credentials?

Barry Martin Wesson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barry Martin Wesson located?

Barry Martin Wesson is based in LENOX, Massachusetts, last registered with ARC INVESTMENT PLANNING & MANAGEMENT INC.

How does Barry Martin Wesson charge for services?

Barry Martin Wesson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARC INVESTMENT PLANNING & MANAGEMENT INC?

ARC INVESTMENT PLANNING & MANAGEMENT INC has approximately 6 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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