Steven Lloyd Barry
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Escambia County Florida - A County CommissionerJan 2013 to now
- Escambia County FloridaNov 2012 to now
- United Planners' Financial Services of America A Limited PartnerAug 2010 to now
- Contract Insurance ServicesJul 2007 to now
- United Planners Financial Services of AmericaMar 2006 to now
- Steven BarryJun 2000 to now
- Steven Barry Independent InsuranceJun 2000 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (FL).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4010639
- Firm CRD
- 20804