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Barry S
Series 63, Series 66
Southampton, PA
Cambridge Investment Research Advisors
Barry Shevlin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Cambridge since 2011 and also leads Shevlin Investments, Inc., which he founded in 2002. Additionally, he has experience as an independent insurance agent dating back to 1984. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians to support both discretionary and non-discretionary management and provides proprietary model strategies alongside access to third-party advisers and sub-advisors.
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