Janet Barr (CRD# 2417829) is an Investment Advisor Representative working at Independent Financial Partners in Santa Barbara, CA and has over 21 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthcare Advisory Partners, Llc Dba Collaborative Financial | Santa Barbara, CA | May 2019 - Current | 4 |
| Lpl Financial LLC | Santa Barbara, CA | Jan 2006 - Current | 18 |
| Independent Financial Partners | Santa Barbara, CA | Aug 2012 - May 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
- CA
- TX
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Total Assets Under Management4,542MILLIONS
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Total Number of Accounts17,793ACCOUNTS
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Average Account Value$255,250
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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