Barry Eugene Allred

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2009 → 11/2018
  Sagepoint Financial, Inc
  San Diego, CA
• 11/2018 → Present
  Lpl Financial, Llc
  San Diego, CA

Previous Registrations

• 2008-05-05 → 2018-11-23
  Osaic Services, Inc.
  San Diego, CA
  La Jolla, CA
• 2008-05-06 → 2011-08-22
  B & C Wealth Management
  San Diego, CA
• 2002-08-07 → 2003-11-07
  Lpl Financial Llc
  La Jolla, CA

Other Businesses

1. 11/18/2019 - No Business Name - Investment Related - San Diego CA 92117 - Real Estate Rental - Started 06/01/2007 - 1 Hour Per Month/0 Hours During Securities Trading - Rental property. 2. 11/18/2019 - Morena Investments LLC - Not Investment Related - 5145 Morena Pl., San Diego CA 92110 - Real Estate Rental - Started 01/01/2005 - 0 Hours Per Month. 3. 11/21/2019 - B E Allred Investment Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/17/2012 - 40 Hours Per Month During Securities Trading. 4. 10/19/2021 - Allred Klein Enterprises LLC - Not Investment Related - 3717 John J Montgomery Dr, San Diego CA 92123 - Family Business - Start Date: 10/01/2021 - 5 Hours Per Month/5 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-17
• S63 Uniform Securities Agent State Law Examination
  1999-03-04

Other Names

• Barry Eugene Allred