Barry B. Blount

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CRD#: 2210746

Professional summary

Barry Boyd Blount SR was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Barry Boyd Blount SR, who also goes by Barry Boyd Blount, Barry Blount, was a registered financial professional .

Barry is a previously registered financial professional and started their career in finance in 1992. Barry had worked at 7 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Barry Boyd Blount | Barry Blount

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

January 22, 2014 - March 14, 2022

INSIGHT ADVISORS, LLC

RIA

CRD#: 168057

NEWTOWN, PA

Past

October 5, 2009 - January 16, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LAWRENCEVILLE, NJ

Past

October 5, 2009 - January 16, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LAWRENCEVILLE, NJ

Past

March 30, 2009 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

YARDLEY, PA

Past

March 27, 2009 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

YARDLEY, PA

Past

November 17, 2004 - April 22, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

YARDLEY, PA

Past

November 12, 2004 - April 22, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

YARDLEY, PA

Past

July 30, 2002 - November 26, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PRINCETON, NJ

Past

October 21, 1997 - November 26, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

September 9, 1996 - October 24, 1997

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

March 30, 1992 - August 28, 1996

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INSIGHT ADVISORS, LLC

CRD#: 168057 / SEC#: 801-78355

RIA

Registered Investment Advisory firm - (8/1/2013 Approved)

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.

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

State Security Law Exam

IAR

Series 65

Date: 9/21/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/16/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 4/15/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/27/1992

General Securities Representative Examination

Current Firm

INSIGHT ADVISORS, LLC

CRD#: 168057 / SEC#: 801-78355

RIA

Registered Investment Advisory firm - (8/1/2013 Approved)

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Contact information

Main Address

10 N. State Street, Newtown, PA 18940

Mailing Address

Phone number

(215) 550-6011

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (10/7/2025)

Regulatory assets under management

Total Number of Accounts	2,427
AUM (Assets Under Management)	$ 712,359,160

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.

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Advisor Monitoring

Firm Stability Insights

Barry B. Blount

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

FIRST UNION CAPITAL MARKETS CORP.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

INSIGHT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/1994

Series 63

Date: 4/16/1992

Series 31

Date: 4/15/1997

Series 7

Date: 3/27/1992

Current Firm

INSIGHT ADVISORS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSIGHT ADVISORS, LLC

TRUST BUT VERIFY

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