Kevin David Barry

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2006-01-10

MA RA
APPROVED

Since 2006-01-10

Branch Locations

348 Park Street, Unit # 102, N. Reading, MA 01864 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Waltham	MA	08/1997	Present

08/1997 → Present

Lpl Financial Llc

Waltham, MA

Other Businesses

(1) 03/19/2014 - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - TIME SPENT 20% (2) 01/29/2026 - ALENA Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/25/2026 - 160 hours per month/ during trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1984-09-06

S63 Uniform Securities Agent State Law Examination

1984-09-06

Designations

Certified Financial Planner

View on SEC IAPD

Employer firm

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Designations

Nearby Firms

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