Steven Lloyd Barry

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2006 → Present
  United Planners Financial Services Of America
  Scottsdale, AZ
• 07/2007 → Present
  Contract Insurance Services
  Cantonment, FL
• 11/2012 → Present
  Escambia County Florida
  Pensacola, FL
• 06/2000 → Present
  Steven Barry Independent Insurance
  Pensacola, FL
• 06/2000 → Present
  Steven Barry
  Pensacola, FL
• 01/2013 → Present
  Escambia County Florida - A County Commissioner
  Pensacola, FL
• 06/2000 → Present
  Steven Barry
  Pensacola, FL
• 01/2013 → Present
  Escambia County Florida - A County Commissioner
  Pensacola, FL
• 06/2000 → Present
  Steven Barry
  Pensacola, FL

Previous Registrations

• 1999-09-14 → 2006-03-01
  Ameriprise Financial Services, Llc
  Cantonment, FL

Other Businesses

1 ) CONTRACT INSURANCE SERVICES (DBA) - A FRANCHISE OF DEWITT INSURANCE - OWNER/SOLE PROPRIETOR - PROPERTY AND CASUALTY INSURANCE - CANTONMENT, FL - SINCE 07/2007 2.) STEVEN BARRY INDEPENDENT INSURANCE - INSURANCE AGENT- NON-VARIABLE INSURANCE - PENSACOLA, FL - SINCE 06/2000- INVESTMENT RELATED 3.) ESCAMBIA COUNTY FLORIDA-A COUNTY COMMISSIONER - ELECTED COUNTY COMMISSIONER - ELECTED OFFICIAL - PENSACOLA, FL - SINCE 01/2013 - NOT INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2000-10-31

Designations

• Certified Financial Planner