Matthew Barr, financial advisor Milford CT

Matthew Barr

CRD Number: 4502089
Current Firm: Primerica Advisors

Matthew Barr (CRD# 4502089) is an Investment Advisor Representative working at Primerica Advisors in Milford, CT and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Barr Tax & Bookkeeping Services LLC Round Rock, TX Jun 2020 - Current 3
New England Animal Action Springfield, MA Aug 2016 - Current 7
Primerica Financial Services Round Rock, TX Sep 2014 - Current 9
Pfs Investments Inc. Round Rock, TX Aug 2014 - Current 9
The Boon Group Round Rock, TX Mar 2018 - Jul 2020 2
United Health Group Hartford, CT Mar 2009 - Feb 2018 8
Ambit Energy Dallas, TX Apr 2015 - May 2015 < 1
Covenant Financial Services Llc Dba Covenant Financial Cheshire, CT Nov 2012 - Jul 2014 1
Cetera Financial Specialists LLC Schaumburg, IL Oct 2011 - Jul 2014 2
Cetera Investment Advisers LLC Schaumburg, IL Oct 2011 - Jul 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Matthew Barr
Phone Number: 833-786-0550
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, WY

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