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CRD#: 6159
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FIRM PROFILE
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Where the Statistical Data for BARCLAY INVESTMENTS LLC Comes From
Understanding the Statistics for BARCLAY INVESTMENTS LLC and How They Compare to Other Firms Through Our Analysis
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Firm Disclosures
Regulatory Event
6
FIRM INFORMATION
Established
Delaware since 03/19/2017
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at BARCLAY INVESTMENTS LLC
CH
Christopher Lawrence Hall
IAR
RR
CRD#: 5719193
Location:
San Antonio, TX 78232
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
16 years
RA
Robert Armendariz III
IAR
RR
CRD#: 6643582
Location:
San Antonio, TX 78230
Company:
EAGLE STRATEGIES LLC
Disclosures:
Experience:
8 years
MS
Maximilian Soares
RR
CRD#: 7652256
Location:
San Francisco, CA 94109
Company:
J.P. MORGAN SECURITIES LLC
Disclosures:
Experience:
3 years
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