AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BE

Barry R. Edney

Some features on this profile are disabled
CRD#: 1818896
BE

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 Robert Edney was a registered financial advisor .

Barry is a previously registered financial advisor and started their career in finance in 1988. Barry had worked at 6 firms and has passed the Series 7 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

December 15, 2005 - March 8, 2007

NET WORTH SOLUTIONS

RIA
CRD#: 128275
LA JOLLA, CA
Past

February 13, 2002 - December 31, 2004

NET WORTH SOLUTIONS

RIA
CRD#: 128275
LA JOLLA, CA
Past

September 24, 2001 - October 8, 2008

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
LA JOLLA, CA
Past

April 10, 2001 - October 8, 2008

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LA JOLLA, CA
Past

May 30, 2000 - March 2, 2001

ASSET PLANNING SOLUTIONS, INC.

BD
CRD#: 46091
SAN DIEGO, CA
Past

October 1, 1999 - April 11, 2000

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

December 9, 1998 - September 10, 1999

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

October 20, 1997 - November 9, 1998

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

June 22, 1988 - December 31, 1996

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
CINCINNATI, OH

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


General Industry/Product Exam
RR
Series 7
Date: 6/18/1988
General Securities Representative Examination

Current firm


No current employment

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


No current employment

TRUST BUT VERIFY

Monitor Barry Edney

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics