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JB

James I. Barrick

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CRD#: 1088520
JB

Professional summary


James Isaac Barrick III was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

James is a previously registered financial professional and started their career in finance in 1983. Prior to being barred, James had worked at 5 firms, which includes A. CH. SECURITIES INC., 1717 CAPITAL MANAGEMENT COMPANY, SUNAMERICA SECURITIES INC., AMERICAN EXPRESS FINANCIAL CORPORATION, AMERIPRISE FINANCIAL SERVICES LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Isaac Barrick

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 11, 1999 - April 19, 2002

A. CH. SECURITIES, INC.

BD
CRD#: 44630
DAYTON, OH
Past

February 8, 1993 - September 23, 1999

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

March 23, 1992 - March 24, 1993

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

January 27, 1983 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
MINNEAPOLIS, MN
Past

January 27, 1983 - March 23, 1992

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/5/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AC
A. CH. SECURITIES, INC.
A. CH. SECURITIES, INC.

CRD#: 44630 / SEC#: , 8-50759

BD
Terminated by SEC on 10/14/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 11/24/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
A. C. GROUP, INC.SHAREHOLDER

Disclosures


Regulatory Event1
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


A. CH. SECURITIES, INC.

CRD#: 44630

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