Matthew Barr, financial advisor Milford CT
90 score

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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Primerica Financial Services Milford, CT Sep 2014 - Current 2
Pfs Investments Inc. Milford, CT Aug 2014 - Current 2
United Health Group Hartford, CT Mar 2009 - Current 7
Ambit Energy Dallas, TX Apr 2015 - Aug 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
H&r Block Hartford, CT Jan 2011 - Apr 2011 < 1
Umass Of Amherst Amherst, MA Aug 2003 - Feb 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Matthew Barr
Phone Number: 800-544-5445
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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