Aaron Barr, financial advisor Lebanon PA
89 score

Aaron Barr

CRD Number: 6193991
Current Firm: Spc

Aaron Barr (CRD# 6193991) is an Investment Advisor Representative working at Spc in Lebanon, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Parkland Securities Ann Arbor, MI Aug 2014 - Current 2
Spc Ann Arbor, MI Mar 2014 - Current 2
Barr Associates Inc. Lebanon, PA Dec 2001 - Current 15
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
Contact Info for Aaron J. Barr
Phone Number: 734-663-1611
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
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
89
Clean Record
This advisor has a clean track record with regulators.

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