Barry Joseph Marsolais

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING 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

• 04/2014 → Present
  Money Concepts Capita Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2003-01-22 → 2014-03-27
  Global Investment Advisors, Llc
  Danvers, MA
• 2004-08-10 → 2006-11-28
  Asset Management Specialists, Inc.
  Lynnfield, MA
• 2001-10-27 → 2004-12-31
  Eastern Point Advisors Inc.
  Danvers, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-08-16

Designations

• Certified Financial Planner