D.A. Davidson & Co.
46yrs
Top advisor by experience in Pocatello
12yrs
Barry Smith
Financial advisor at Osaic Advisory Services
Barry Smith has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Pocatello, Idaho. Barry has been with Osaic Advisory Services since 2024; before that, Barry spent four years at Arbor Point Advisors and less than a year at Wells Fargo Advisors. Osaic Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 60 advisors with offices in Pocatello, and one of 57 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office1414 E Center St, Pocatello, ID 83201
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$508,486
Advisors at the firm277
States licensed ?1 state
Services through Osaic Advisory Services
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 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowOsaic Advisory Services, LLCCurrent firm
- 2021 – 2024Arbor Point AdvisorsPreviously
- Jan 2021 – Apr 2021
- 2014 – 2021Wells Fargo Clearing Services, LLCPreviously
Contact Barry
(866) 580-8219Firm headquarters in Atlanta, GA. Ask for Barry. 1414 E Center StPocatello, ID 83201Office · Get directions
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Questions to ask Barry
Tailored to Barry’s registration and firm.
- 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 Osaic Advisory Services at (866) 580-8219 and ask for Barry Smith. Barry works from the Pocatello, ID office.
How long has Barry been a financial advisor?
Barry has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Barry hold?
Series 66. Tap any license on this page to see what it allows.
Is Barry a fiduciary?
Barry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Barry paid?
Osaic Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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