Forrest Barr, financial advisor Seminole FL

Forrest Barr

CRD Number: 5413387
Current Firm: Ameriprise Financial Services, LLC

Forrest Barr (CRD# 5413387) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Seminole, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Seminole, FL Oct 2020 - Current 3
U S Employees Benefits Service Group, LLC Seminole, FL Jan 2015 - Oct 2020 5
Retirement Planning Associates Seminole, FL Jun 2013 - Oct 2020 7
Bencor Seminole, FL Jun 2013 - Oct 2020 7
Planmember Securities Corporation Carpinteria, CA May 2013 - Oct 2020 7
F. Britt Barr LLC Seminole, CA Dec 2007 - Oct 2020 12
J.l. Peggs Financial & Associates LLC Seminole, FL Aug 2007 - Oct 2020 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Forrest B. Barr
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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