Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Barr is a financial advisor with over 17 years of experience in the industry. Douglas is currently registered with Avantax Advisory Services in Denver, CO. Previously, Douglas was registered with 1ST GLOBAL CAPITAL CORP. Douglas has earned the Series 66 and Series 7 licenses, as well as the SIE exam. He is also a Personal Financial Specialist (PFS) and holds an active license to practice as a Certified Public Accountant (CPA) in Colorado. Douglas has expertise in financial planning, pension consulting, and portfolio management for individuals and businesses. He is passionate about helping clients reach 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CO
01/01/2025 - Present
Avantax Advisory Services (DENVER CO)
CO
02/22/2006 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DENVER CO)
BOTH
Issued 03/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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