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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Barr is a financial advisor with over 20 years of experience in the industry. James Barr is currently registered with LPL Financial LLC and has been with the firm since 2011. Previously, James Barr worked with Ameriprise Financial Services, Inc., IDS Life Insurance Company, and PFS Investments Inc. James Barr holds a Series 6, 7, 63, and 65 licenses and the SIE. James Barr specializes in working with individuals, high-net-worth individuals, corporations, and other businesses, charitable organizations, pension and profit-sharing plans, and other investment advisors. James Barr is also a licensed real estate broker. James Barr provides a variety of financial services, including financial planning, portfolio management, and investment consulting.
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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2
FL
07/06/2018 - Present
LPL Financial LLC (LAKE WORTH FL)
FL
04/29/2003 - 08/09/2011
AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)
MN
04/29/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
08/07/2001 - 03/10/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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