Unclaimed
Christopher Barr is a financial advisor with over 20 years of experience in the industry. Christopher is a registered representative of Wells Fargo Clearing Services, LLC and a Registered Investment Advisor with Wells Fargo Advisors LLC. Christopher has a strong background in providing investment advice and financial planning services to individuals, families, and businesses. Christopher has obtained licenses in Series 4, 7, 9, 10, 63, and 66. Christopher is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
01/13/2012 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
SC
01/25/2011 - 06/16/2011
ING FINANCIAL PARTNERS, INC. (ROCK HILL SC)
SC
04/19/2010 - 12/10/2010
FIRST CITIZENS SECURITIES CORPORATION (FORT MILL SC)
NC
10/01/2000 - 12/15/2009
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
01/19/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
04/28/1999 - 11/09/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
GA
08/04/1998 - 04/07/1999
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
BOTH
Issued 01/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/16/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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