Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Barr has been in the financial services industry for over 30 years, providing investment advice and insurance services. David is an Investment Advisor Representative with Tucker Asset Management LLC in Littleton, Colorado. David has a wide range of experience with clients including high-net-worth individuals and other individuals. David has also held positions with Park Avenue Securities LLC, 1717 Capital Management Company, Princor Financial Services Corporation, Century Investors of America, Inc., and Mutual Service Corporation. David has passed both the Series 63 and Series 65 examinations. In addition to David's work at Tucker Asset Management, David is also the owner/agent of Dave Barr CLU LLC in Kennewick, WA.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
1
2
CO
06/27/2022 - Present
Tucker Asset Management LLC (LITTLETON CO)
NY
02/19/2003 - 07/30/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
DE
03/31/1995 - 10/21/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
02/21/1992 - 04/05/1995
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
12/11/1987 - 02/06/1992
CENTURY INVESTORS OF AMERICA, INC.
NA
12/11/1987 - 12/21/1987
MUTUAL SERVICE CORPORATION
IA
Issued 06/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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