Barry J. Boscoe
Professional summary
Barry Jay Boscoe, CFP® is a registered financial advisor currently at BRIGHTON ADVISORY GROUP located in Encino, California.
Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Barry has worked at 9 firms and has passed the Series 63, Series 7 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Barry Jay Boscoe's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 11, 2017 - Present
BRIGHTON ADVISORY GROUP
Office #1: 5704 Lindley Ave, Encino, CA 91316November 17, 2006 - December 31, 2016
BRIGHTON ADVISORY GROUP
May 15, 2001 - September 26, 2003
CIBC WORLD MARKETS CORP.
January 7, 1991 - September 21, 2004
RAYMOND JAMES FINANCIAL SERVICES, INC.
July 31, 1989 - October 17, 2001
IDS LIFE INSURANCE COMPANY
July 31, 1989 - October 17, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
August 5, 1988 - February 27, 1991
MUTUAL SERVICE CORPORATION
July 3, 1986 - August 10, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
September 7, 1979 - July 16, 1986
CAPITAL CONCEPTS INVESTMENT CORP.
November 24, 1976 - September 16, 1979
CINCINNATI ANALYSTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/11/2017)
Exams
Series 1
Date: 11/15/1976
Registered Representative ExaminationCurrent Firm
BRIGHTON ADVISORY GROUP
CRD#: 134844 / SEC#:
Contact information
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.
