UBS Financial Services
47yrs
Top advisor by experience in Pasadena
43yrs
Based in Pasadena, California, Barry Simon is a financial advisor with 43 years of industry experience. Barry joined Wedbush Securities in 2013, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in California
Office225 S. Lake Ave Penthouse, Pasadena, CA 91101
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$605,138
Advisors at the firm222
States licensed ?1 state
Services through Wedbush Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2013 – nowWedbush Securities Inc.Current firm
Contact Barry
Local office(626) 818-0034Ask for Barry. (213) 688-8000Main office 225 S. Lake Ave PenthousePasadena, CA 91101Office · Get directions Firm websiteHTTP://WWW.WEDBUSH.COM
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Questions to ask Barry
Tailored to Barry’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Barry
How do I contact Barry?
Call Barry’s local office at (626) 818-0034 or the Wedbush Securities main office at (213) 688-8000, and ask for Barry Simon.
How long has Barry been a financial advisor?
Barry has been in the industry since 1983, about 43 years. Top 1% by experience in California.
What licenses does Barry hold?
Series 63. Tap any license on this page to see what it allows.
Is Barry a fiduciary?
Barry is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Barry paid?
Wedbush Securities reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Barry for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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