Barry Joseph Queen
Investment adviser representative at Cetera Investment Advisers LLC
17 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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 fee
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
17 years in the industry.
- Barry Queen IiJan 2024 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Precision Planning Financial Group, LLCOct 2022 to now
- Cetera Wealth Services, LLCApr 2022 to now
- EnrichherJan 2022 to Jan 2026
- First Financial Equity CorporationJan 2021 to Apr 2022
- Sagepoint Financial, Inc.Jan 2020 to Jan 2021
- Eagle Strategies LLCMay 2017 to Jan 2020
- Nylife Securities LLCJun 2012 to Jan 2020
- New York Life Insurance CompanySep 2009 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5715369
- Firm CRD
- 105644