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George Meyer Barry

ORCHARD SECURITIES
PLEASANT GROVE, UT
·CRD# 1368073·41 years experience

Professional Summary

George Meyer Barry is a registered financial advisor currently at ORCHARD SECURITIES, LLC located in Pleasant Grove, Utah. George is registered as a RR (Registered Representative) and started their career in finance in 1985. George has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 22 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

41 years in the financial services industry

Current & Past Employments

ORCHARD SECURITIES, LLC·CRD# 133378
BD
365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062
January 25, 2021 - Present
EMERSON EQUITY LLC·CRD# 130032
BD
San Francisco, CA
October 17, 2018 - January 22, 2021
FINANCIAL WEST GROUP·CRD# 16668
BD
San Francisco, CA
November 10, 1995 - August 28, 2018
CORPORATE BENEFIT SECURITIES, INC.·CRD# 13975
BD
Mission Viejo, CA
August 4, 1987 - March 28, 1995
UNICORP FINANCIAL GROUP·CRD# 17644
BD
May 22, 1986 - November 10, 1995
CHRISTOPHER WEIL & COMPANY, INC·CRD# 6566
BD
May 30, 1985 - June 4, 1986

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Current Firm

OS
ORCHARD SECURITIES, LLC

JOSEPH CAMERON | ORCHARD SECURITIES, LLC | JOSEPH CAMERON, LLC | JOSEPH CAMERON LLC

CRD#: 133378 / SEC#: 8-66719
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062

Mailing Address

365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062

Phone Number

(801) 316-4301

Established

Utah since 09/27/2005

Firm Type

Limited Liability Company

Fiscal Year End

June

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CREEKSIDE LAND DEVELOPMENT, LLCMEMBER—
FAR VISIONS, LLCMEMBER—
NORTH CANYON ENTERPRISES, LLCMEMBER—
TOTTENHAM INVESTMENTS, LLCMEMBER—
TRIPLE CROWN SECURITES, LLCMEMBER—
BADALAMENTI, CHARLES RICHARDFINOP2065038
BRADBURN, KEVIN CHRISTOPHERMANAGER, CHIEF EXECUTIVE OFFICER2718206
GARRETT, TAYLOR WESTONPRESIDENT4829547
SANTIAGO-PAEZ, SAMANTHA CRYSTALCHIEF COMPLIANCE OFFICER4369755

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(1/25/2021)
RR
California
(1/25/2021)
RR
Connecticut
(1/25/2021)
RR
Illinois
(2/8/2021)
RR
Indiana
(1/25/2021)
RR
Iowa
(1/25/2021)
RR
Minnesota
(1/26/2021)
RR
New Jersey
(1/26/2021)
RR
New York
(1/25/2021)
RR
North Carolina
(1/25/2021)
RR
Ohio
(1/26/2021)
RR
Pennsylvania
(1/26/2021)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1985About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 1987About the Series 7 exam

Series 22 — Direct Participation Programs Representative Examination

Passed May 1985About the Series 22 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view George Meyer Barry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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