Barry F. Bolker

BARRY F.T. BOLKER

Camarillo,, CA

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CRD#: 4965819

Professional summary

Barry Francis Thaddeus Bolker, CFP® is a registered financial advisor currently at BARRY F.T. BOLKER located in Camarillo,, California.

Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Barry has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Barry Francis Thaddeus Bolker's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

September 14, 2018 - Present

BARRY F.T. BOLKER

RIA

CRD#: 134853

Camarillo,, CA

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.

Highlighted states indicate IAR registrations

IAR

California
(9/14/2018)

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: 5/17/2004

Uniform Investment Adviser Law Examination

Current Firm

BARRY F.T. BOLKER

BARRY F. T. BOLKER | BOLKER, BARRY FRANCIS THADDEUS | BARRY F.T. BOLKER, PH.D., CFP | BARRY F.T. BOLKER

CRD#: 134853 / SEC#:

California

Registered Investment Advisory firm - (7/1/2004 Approved)

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Contact information

Main Address

Camarillo, CA

Mailing Address

P.o. Box 346, Camarillo, CA 93011-0346

Phone number

(805) 388-8784

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Barry F. Bolker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Francis Thaddeus Bolker's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARRY F.T. BOLKER

State Registrations and Notice Filings

Exams

Series 65

Date: 5/17/2004

Current Firm

BARRY F.T. BOLKER

Contact information

Documents

Red Flags

Company Information

BARRY F.T. BOLKER

TRUST BUT VERIFY

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