Kevin Barr, financial advisor Malvern PA
89 score

Kevin Barr

CRD Number: 6217937
Current Firm: Vanguard Advisers Inc.

Kevin Barr (CRD# 6217937) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Vanguard Group, Inc. Malvern, PA Jun 2013 - Current 3
Trust Company Of The South Burlington, NC Aug 2011 - Jun 2013 1
Elon University Burlington, NC Aug 2009 - May 2013 3
Power Pro-tech Services Altamonte Springs, FL Jun 2011 - Aug 2011 < 1
Bancroft Construction Company Wilmington, DE Jun 2010 - Aug 2010 < 1
Loch Nairn Golf Club Avondale, PA Apr 2006 - Aug 2009 3
Chester County Skating Club East Malbrough, PA Sep 2006 - Mar 2009 2
Super Fresh Kennett Square, PA Jun 2006 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Kevin J. Barr
Phone Number: 610-669-1000
Firm Website: http://www.vanguard.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    79,883
    MILLIONS
  • Total Number of Accounts
    546,930
    ACCOUNTS
  • Average Account Value
    $146,058
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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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