Richard Barrier

Barrier Financial Services was founded in 1994. As a registered representative with Avantax Investment Services^SM, Mr. Barrier not only recommends strategies to minimize a client's current year and estate tax liability, but can also conveniently, effectively and efficiently implement those strategies. He specializes in providing these services to the client in the client's home or workplace.

EDUCATION

• Bachelor of Science, N C State University, Raleigh NC
• Master of Business Administration, University of Missouri, Columbia MO

DESIGNATIONS

• CFP® - Certified Financial Planner Professional
• Notary Public

AFFILIATONS

• Mount Pleasant NC Lions Club
• Financial Planning Association (FPA) of Charlotte NC

LICENSES

Securities

• Exams: 63, 7
• States: NC, SC

Insurance

• License: VL/VA, A&H/Sickness, Life,Med Supp/LTC
• States: NC