Forrest BarrCRD Number: 5413387
Current Firm: Planmember Securities Corporation
Forrest Barr (CRD# 5413387) is an Investment Advisor Representative working at Planmember Securities Corporation in Winter Springs, FL and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|U S Employees Benefits Service Group, LLC||Seminole, FL||Jan 2015 - Current||2|
|Bencor||Seminole, FL||Jun 2013 - Current||4|
|Retirement Planning Associates||Seminole, FL||Jun 2013 - Current||4|
|Planmember Securities Corporation||Carpinteria, CA||May 2013 - Current||4|
|F. Britt Barr LLC||Seminole, CA||Dec 2007 - Current||10|
|J.l. Peggs Financial & Associates LLC||Seminole, FL||Aug 2007 - Current||10|
|Axa Advisors, LLC||New York, NY||Jul 2009 - May 2013||3|
|Woodbury Financial Services, Inc.||Woodbury, MN||Aug 2007 - Jul 2009||1|
|Curbell Plastics||Largo, FL||Jul 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management2,638MILLIONS
Total Number of Accounts49,000ACCOUNTS
Average Account Value$53,828
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV