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BC

Barbara Marie Clemons

CFP®, ChFC®, CLU®
FAIRPORT, NY
·CRD# 1613203·39 years registered

Professional Summary

Barbara Marie Clemons, CFP®, ChFC®, CLU®, who also goes by Barbara M Bittner, Barbara Marie Bittner, Barbara M Fry, Barbara Marie Fry, was a registered financial advisor. Barbara was registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Barbara had worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Barbara M Bittner, Barbara Marie Bittner, Barbara M Fry, Barbara Marie Fry

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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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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Credentials

CFP®
Certified Financial PlannerSince 1992
ChFC®
Chartered Financial Consultant
CLU®
Chartered Life Underwriter

Years of Experience

39 years registered in the securities industry

Current & Past Employments

Current

Unknown FirmCurrent·
Fairport, NY
July 31, 2026 - Present

Past

LPL FINANCIAL LLCPast·CRD# 6413
RIA
Rochester, NY
August 3, 2021 - July 14, 2025
LPL FINANCIAL LLCPast·CRD# 6413
BD
Rochester, NY
March 2, 2011 - July 14, 2025
ESL INVESTMENT SERVICES, LLCPast·CRD# 139176
BD
Rochester, NY
March 7, 2011 - June 27, 2025
LPL FINANCIAL LLCPast·CRD# 6413
RIA
Rochester, NY
October 1, 2015 - November 1, 2016
MML INVESTORS SERVICES, LLCPast·CRD# 10409
BD
Rochester, NY
October 13, 2010 - February 24, 2011
MSI FINANCIAL SERVICES, INC.Past·CRD# 14251
BD
Boston, MA
June 7, 2006 - January 13, 2010
METROPOLITAN LIFE INSURANCE COMPANYPast·CRD# 4095
BD
New York, NY
June 7, 2006 - July 9, 2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYPast·CRD# 2580
BD
Fort Wayne, IN
August 19, 2002 - August 19, 2004
OSAIC FA, INC.Past·CRD# 3978
BD
Fort Wayne, IN
August 19, 2002 - August 19, 2004
MANNING & NAPIER INVESTOR SERVICES, INC.Past·CRD# 26266
BD
Fairport, NY
September 8, 2000 - December 7, 2000
OSAIC FA, INC.Past·CRD# 3978
BD
Fort Wayne, IN
June 1, 1998 - June 15, 2000
LINCOLN FINANCIAL DISTRIBUTORS, INC.Past·CRD# 145
BD
Radnor, PA
June 21, 1994 - June 1, 1998
CAPITAL BROKERAGE CORPORATIONPast·CRD# 10465
BD
Glen Allen, VA
August 31, 1993 - April 11, 1994
ENSEMBLE FINANCIAL SERVICES, INC.Past·CRD# 17443
BD
Pittsford, NY
April 16, 1990 - February 11, 1992
EMPIRE NATIONAL SECURITIES, INCORPORATEDPast·CRD# 7361
BD
March 24, 1987 - April 22, 1988
FORESTERS FINANCIAL SERVICES, INC.Past·CRD# 305
BD
January 19, 1987 - March 30, 1987

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Current Firm

No current employment

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1. 02/18/2011: ESL Investment Services, LLC - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) 2. 1/15/2020 - ESL Trust Services, LLC - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 02/03/2020 - 5 Hours Per Month During Securities Trading.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
New York
(7/31/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 1992About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1987About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 1987About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 1987About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Sep 1994About the Series 24 exam

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CRS (Client Relationship Summary)

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

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