Barry M. Corkern
CORKERN & CO. | President
Little Rock, AR 72227-3992
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CRD#: 725144
Professional summary
Barry Michael Corkern, CFP®, who also goes by Barry Michael Larios, is a registered financial advisor currently at CORKERN & CO., INC. located in Little Rock, Arkansas.
Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Barry has worked at 6 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 24 exams.
Biography
Prior to forming his own firm, Corkern recognized that selling financial products for a commission was an obstacle to the client making informed decisions. He realized that people prefer to make financial decisions unclouded by commission-driven sales rhetoric. This led him to become the first person in Arkansas to register solely as an investment advisor. Corkern, as a fiduciary advisor, acts in the clients’ interests at all times and is not motivated by any third-party compensation.
Corkern led the firm to CEFEX (Center for Fiduciary Excellence) certification, which was a first in the State of Arkansas. This certification is only granted by CEFEX to firms that demonstrate adherence to astringent fiduciary best practices. It is a hallmark accomplishment, as it signifies conformity to a recognized global standard of fiduciary excellence and subjects the firm to a rigorous, multi-month audit and certification process.
Corkern has been designated as one of the best financial planners in the United States by Money Magazine and Bloomberg Wealth Manager Magazine. Arkansas Money & Politics has named him to the state list of Best Financial Advisors (reader nominated) as well as named Corkern & Company a “Company of Distinction” in Arkansas.
Although Corkern is not currently securities licensed, he has held the NASD General Securities representative and principal, variable annuity/variable life, mutual funds, and direct participation licenses.
Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Estate Planning
Retirement Planning
Tax Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Business Owners
Estate & Generational Planning...
Investment Advice with Ongoing...
Real Estate Investments
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Barry Michael Larios
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.
CONTOUR MED, INC. - NOT INVESTMENT RELATED - 2821 KAVANAUGH BLVD., LITTLE ROCK, AR 72202 - CUSTOM BREAST PROTHESIS - DIRECTOR, SHAREHOLDER - SINCE 1999 - 2-5 HOURS PER MONTH - BOARD OF DIRECTORS.
PAVILION WOODS PARTNERS, LLC - NOT INVESTMENT RELATED - 2300 ANDOVER COURT, LITTLE ROCK, ARKANSAS 72227 - OFFICE BUILDING - MANAGER, MEMBER - APRIL, 2002 - 10-20 HOURS PER MONTH - PROPERT MANAGEMENT.
GOMBA ESTATES, LTD. -NOT INVESTMENT RELATED - ARUSHA, TANZANIA, EAST AFRICA - SINCE 1994 - SHAREHOLDER AND DIRECTOR - 5-10 HOURS PER MONTH - BOARD OF DIRECTORS; MANAGEMENT COMMITTEE.
CRS (Client Relationship Summary) - RIA
Click below to view Barry Michael Corkern'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®
Start date: 1985
Experience
Current
November 29, 1984 - Present
CORKERN & CO., INC.
Office #1: 2300 Andover Suite 100, Little Rock, AR 72227-3992RIA
CRD#: 104730
Little Rock, AR
Past
December 5, 2003 - December 31, 2005
CORKERN & CO., INC.
RIA
CRD#: 104730
LITTLE ROCK, AR
Past
August 19, 1999 - November 13, 2019
FINANCIAL DECISIONS, INC.
RIA
CRD#: 117639
LITTLE ROCK, AR
Past
March 21, 1988 - July 14, 1995
KEOGLER, MORGAN & COMPANY, INC.
BD
CRD#: 16546
ATLANTA, GA
Past
May 14, 1985 - October 9, 1985
MONARCH SECURITIES, INC.
BD
CRD#: 2809
Past
July 27, 1983 - March 29, 1988
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
February 9, 1981 - April 9, 1988
GREEN HILL FINANCIAL SERVICE CORPORATION
BD
CRD#: 4882
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".
CORKERN & CO., INC.
BARRY M. CORKERN & CO., INC. | CORKERN BARRY M ADVISORY SERVICES INC | CORKERN & CO., INC.
CRD#: 104730 / SEC#: 801-21669
RIA
Registered Investment Advisory firm - (7/16/1984 Approved)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
Arkansas(11/29/1984)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CORKERN & CO., INC.
BARRY M. CORKERN & CO., INC. | CORKERN BARRY M ADVISORY SERVICES INC | CORKERN & CO., INC.
CRD#: 104730 / SEC#: 801-21669
RIA
Registered Investment Advisory firm - (7/16/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2300 Andover Suite 100, Little Rock, AR 72227-3992
Mailing Address
Phone number
(501) 664-7866
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 86 |
| AUM (Assets Under Management) | $ 155,262,896 |
Red Flags
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Company Information
CORKERN & CO., INC.
PresidentCRD#: 104730Little Rock, AR 72227-3992TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
