PB
Paul A. Barry
STONE WEALTH STRATEGIES
SHOW LOW, AZ
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CRD#: 7070625
PB
Professional summary
Paul Ancell Barry is a registered financial advisor currently at STONE WEALTH STRATEGIES located in Show Low, Arizona.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Paul 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.
1) Paul Ancell Barry is a licensed insurance agent.
2) Paul Ancell Barry is engaged in construction company. He has a life and health insurance license in AZ but did not received any commissions from this endeavor.
3) Owner; Eagle Group Western; Investment Related: Yes; Location: 2450 South White Mountain Road, Show Low, AZ 85901; Description of the business: Medicare and Life insurance products; Responsibilities Duties: Management; Start date with business: 2018-04-27; Hours devoted to business during trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 50;
CRS (Client Relationship Summary) - RIA
Click below to view Paul Ancell Barry'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®
NoneExperience
Current
February 26, 2019 - Present
STONE WEALTH STRATEGIES
RIA
CRD#: 297961
SHOW LOW, AZ
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
Arizona(3/8/2019)
Current Firm
SW
STONE WEALTH STRATEGIES
STONE ADVISORS INC | STONE WEALTH STRATEGIES
CRD#: 297961 / SEC#:
Alabama
Registered Investment Advisory firm - (12/5/2022 Terminated)Arizona
Registered Investment Advisory firm - (9/27/2018 Approved)Colorado
Registered Investment Advisory firm - (9/24/2018 Approved)Florida
Registered Investment Advisory firm - (10/28/2025 Terminated)Texas
Registered Investment Advisory firm - (4/23/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Denver, CO
Mailing Address
Phone number
(970) 668-0772
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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