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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Barr is a financial advisor with Geowealth Management LLC in Boulder, Colorado. Eric has been in the industry for over 20 years and is a Series 6, Series 22 and Series 63 licensed professional. Eric provides portfolio management services for individuals and businesses, as well as educational seminars and publications. Eric has previously worked at Patrick Capital Markets, LLC, Mutual Trust Co. of America Securities, Westmoore Securities, Inc., VALIC Financial Advisors, Inc., CitiStreet Equities LLC and Janus Distributors, Inc. Eric is registered to provide investment advice in Colorado, Illinois and Kansas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
05/21/2020 - Present
Geowealth Management LLC (BOULDER CO)
CO
05/19/2011 - 06/29/2011
PATRICK CAPITAL MARKETS, LLC (BOULDER CO)
FL
02/12/2009 - 05/28/2009
MUTUAL TRUST CO. OF AMERICA SECURITIES (ST. PETERSBURG FL)
CA
04/20/2007 - 11/04/2008
WESTMOORE SECURITIES, INC. (ANAHIEM CA)
TX
09/08/2004 - 05/26/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NJ
01/06/2004 - 09/14/2004
CITISTREET EQUITIES LLC (SOMERSET NJ)
CO
11/07/1994 - 07/24/1995
JANUS DISTRIBUTORS, INC. (DENVER CO)
IA
Issued 01/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2007
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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