Kevin Barr, financial advisor Philadelphia PA

Kevin Barr

CRD Number: 6217937
Current Firm: Facet Wealth, Inc.

Kevin Barr (CRD# 6217937) is an Investment Advisor Representative working at Facet Wealth, Inc. in Philadelphia, PA and has over 7 years of experience in the finance industry. Kevin Barr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Peter Gaertner, financial advisor Philadelphia PA
Peter F. Gaertner
CRD# 5715758
Affinity Wealth Management LLC
Similar Advisors
Inas Abas, financial advisor Philadelphia PA
Inas R. Abas
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Philadelphia PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Professional Designations
Company Name Location Dates Years
Facet Wealth Philadelphia, PA Mar 2020 - Current 1
The Vanguard Group, Inc. Malvern, PA Jun 2013 - Feb 2020 6
Elon University Elon, NC Aug 2010 - Jun 2013 2
Trust Company Of The South Burlington, NC Aug 2011 - May 2013 1
Elon University Burlington, NC Aug 2009 - May 2013 3
Power Pro-tech Services Altamonte Springs, FL Jun 2011 - Aug 2011 < 1
Power Pro Tech Services Maitland, FL Jun 2011 - Aug 2011 < 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: (443)376-6222
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    502
    MILLIONS
  • Total Number of Accounts
    2,517
    ACCOUNTS
  • Average Account Value
    $199,543
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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

Ready to hire a financial advisor? Get competitive proposals from Kevin Barr and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.