Barry Steven Bass
Investment adviser representative at Northwest Financial Advisors LLC
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$1.2BFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Northwest Financial Advisors LLCNov 2025 to now
- LPL FinancialNov 2025 to now
- Northwest Federal Credit UnionNov 2025 to now
- Fulton BankJul 2015 to Nov 2025
- Raymond James Financial Services Advisors Inc.Jul 2015 to Nov 2025
- Raymond James Inancial Services,incJul 2015 to Nov 2025
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (VA).
Northwest Financial Advisors LLC
$1.2BAssets managed
1,915Clients
20Advisers
13 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
- 4503355
- Firm CRD
- 166769