Aaron BarrCRD Number: 6193991
Current Firm: Spc
Aaron Barr (CRD# 6193991) is an Investment Advisor Representative working at Spc in Lebanon, PA and has over 4 years of experience in the finance industry.
Thrivent Investment Management Inc.
Royal Alliance Associates, Inc.
Ic Advisory Services, Inc.
|Parkland Securities||Ann Arbor, MI||Aug 2014 - Current||3|
|Spc||Ann Arbor, MI||Mar 2014 - Current||3|
|Barr Associates Inc.||Lebanon, PA||Dec 2001 - Current||16|
|Sammons Securities Company, LLC||Ann Arbor, MI||Feb 2014 - Aug 2014||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2014|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management1,987MILLIONS
Total Number of Accounts11,707ACCOUNTS
Average Account Value$169,758
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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