Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gregory Barr is a registered investment advisor with LPL Financial LLC. David has been in the financial industry for over 10 years. David is licensed in California and has a Series 66, Series 7TO and SIE license. David's clients include individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. David's specializations include financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. David is committed to providing his clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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CA
11/23/2022 - Present
LPL Financial LLC (GLENDALE CA)
BOTH
Issued 02/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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