Bethany Parker
Advisor at Barry Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Barry Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
New Bedford, MA 02740
Credentials
CFP®, Series 66
Industry experience
7 years
Bethany Parker is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. She has worked at Barry Investment Advisors, LLC since 2018 and previously spent five years at LPL Financial. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a Balanced Global Value investment approach that combines equities, fixed income, and cash with a value-oriented equity selection process, tailoring asset allocation based on market valuations and client risk profiles.
Based on Barry Investment Advisors, LLC
Account minimum: $1,000,000 Fee-only: Fixed fees for financial planning and consulting services; fees are negotiable depending on scope and complexity; payment terms vary (project-based, quarterly in advance, no prepaid fees over $1,200 six months in advance).
128 Union Street, Suite 507
New Bedford, MA 02740
Massachusetts
Barry Investment Advisors, LLC
2018 - Present (8 years)
LPL FINANCIAL
2012 - 2017 (5 years)
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