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Daniel B
Series 63, Series 65
Charlotte, NC
Kestra Advisory
Daniel Barry is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Kestra Advisory Services and Kestra Investment Services since 2019 and at Lockton Companies since 2015. Outside of his advisory roles, Barry serves in leadership positions on political committees and nonprofit boards, including as President of the Hornet's Nest Republican Men's Club and Moderator of the Presbytery of the Central Carolinas. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base, including very large institutional investors, and offers multiple management platforms and third-party solutions within a supervisory framework.
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