Barry James Bourassa

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 08/2022 → Present
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 08/2022 → Present
  Wells Fargo Bank, Na
  Dallas, TX
• 09/2014 → Present
  Coaching From The Back Row
  Mckinney, TX
• 09/2018 → 09/2019
  Seo Executive Search
  Dallas, TX
• 09/2019 → 09/2020
  Success Group International (Sgi)
  Dallas, TX
• 03/2021 → 07/2021
  Ups
  Mckinney, TX
• 04/2021 → 09/2021
  Lowes
  Mckinney, TX

Other Businesses

COACHING FROM THE BACK ROW, NOT INVT RELATED, MCKINNEY, TX, 100% OWNERSHIP, START DATE 10/10/2014, 4 HRS PER MONTH, 0 HRS DURING TRADING, LIFE COACH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-07
• S63 Uniform Securities Agent State Law Examination
  2022-10-14

Other Names

• Barry James Bourassa
• Barry Bourassa