Ian Barr, financial advisor Camas WA
96 score

Ian Barr

CRD Number: 3168350
Current Firm: Fisher Investments

Ian Barr (CRD# 3168350) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 17 years of experience in the finance industry. Ian Barr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fisher Investments Camas, WA Oct 2015 - Current 1
Jpmorgan Securities LLC Chicago, IL Mar 2013 - Oct 2015 2
Associated Bank, Na Chicago, IL May 2011 - Mar 2013 1
J.p. Morgan Securities Inc. Highland Park, IL Mar 2009 - May 2011 2
Jpmorgan Chase Bank Highland Park, IL Mar 2009 - May 2011 2
University Of Chicago Booth School Of Business Chicago, IL Jan 2006 - Dec 2008 2
J.p. Morgan Securities Inc. Chicago, IL Jan 2007 - Apr 2007 < 1
Jp Morgan Invesmtent Advisors Chicago, IL Aug 1999 - Apr 2007 7
Banc One Securities Corporation Columbus, OH Sep 2000 - Jan 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Feb 2000
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Ian T. Barr
Phone Number: 800-851-8845
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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