Oscar Barr (CRD# 2000331) is an Investment Advisor Representative working at Lpl Financial LLC in Hurst, TX and has over 34 years of experience in the finance industry. Oscar 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Hurst, TX | Nov 2021 - Current | 2 |
| Barr Financial Group | Hurst, TX | Jun 2004 - Current | 19 |
| Oscar L Barr Pc | Hurst, TX | Jul 1986 - Current | 37 |
| Avantax Advisory Services | Hurst, TX | Jul 2009 - Nov 2021 | 12 |
| Avantax Investment Services, Inc. | Hurst, TX | May 2009 - Nov 2021 | 12 |
| Avantax Insurance Agency, LLC | Hurst, TX | May 2009 - Nov 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1989 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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