Beverly Barr, financial advisor Lebanon PA
93 score

Beverly Barr

CRD Number: 1071400
Current Firm: Spc

Beverly Barr (CRD# 1071400) is an Investment Advisor Representative working at Spc in Lebanon, PA and has over 30 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
Sammons Securities Ann Arbor, MI Jan 2003 - Aug 2014 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1986
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Beverly A. 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
93
Clean Record
This advisor has a clean track record with regulators.

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