Unclaimed Profile

Barry Alan Champney

PFG INVESTMENTS, LLC·WOODBURY, New York

SIE, Series 6, Series 7, Series 8, Series 24, Series 52, Series 53, Series 63, Series 6615 years registeredPFG INVESTMENTS, LLC

125 FROEHLICH FARM BLVD., WOODBURY, NY 11797CRD# 731205Firm CRD# 116537

Profile Verification

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

Identity

Barry Alan Champney · WOODBURY, NY

Registration

CRD #731205 · PFG INVESTMENTS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PFG INVESTMENTS, LLC

VANDERBILT ADVISORY SERVICES

Aug 2010 – Oct 2018

WOODBURY, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 8

Series 24

Series 52

Series 53

Series 63

Series 66

Registration record

First registered · August 19, 2010

Years registered · 15

Disclosure History

2018Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

PFG INVESTMENTS, LLC

CRD 116537 · SEC 801-77166

AUM

$1.6B

Regulatory assets under management

Employees

132

6,469 client accounts

Services offered by PFG INVESTMENTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PFG INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Barry Alan Champney offer?

Barry Alan Champney specializes in Financial Planning, Investment Management, Wealth Management.

What are Barry Alan Champney's credentials?

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

Where is Barry Alan Champney located?

Barry Alan Champney is based in WOODBURY, New York, last registered with PFG INVESTMENTS, LLC.

How does Barry Alan Champney charge for services?

Barry Alan Champney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PFG INVESTMENTS, LLC?

PFG INVESTMENTS, LLC has approximately 132 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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