Barry D. Drill
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Barry David Drill, CFP® was a registered financial professional .
Barry is a previously registered financial professional and started their career in finance in 1987. Barry had worked at 6 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1990
Experience
October 24, 2019 - October 15, 2025
MILLSTONE FINANCIAL GROUP
June 2, 2006 - December 31, 2007
IC ADVISORY SERVICES, INC.
January 2, 2004 - June 2, 2006
THE INVESTMENT CENTER, INC.
January 2, 2004 - December 31, 2007
THE INVESTMENT CENTER, INC.
June 25, 2002 - October 30, 2003
KESTRA INVESTMENT SERVICES, LLC
September 27, 2000 - October 30, 2003
KESTRA INVESTMENT SERVICES, LLC
October 25, 1989 - September 26, 2000
EQUITY SERVICES, INC.
October 23, 1987 - October 17, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MILLSTONE FINANCIAL GROUP
CRD#: 297882 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 418 |
| AUM (Assets Under Management) | $ 80,670,538 |
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.
