Forrest Barr, financial advisor Winter Springs FL
90 score

Forrest Barr

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
U S Employees Benefits Service Group, LLC Seminole, FL Jan 2015 - Current 1
Bencor Seminole, FL Jun 2013 - Current 3
Retirement Planning Associates Seminole, FL Jun 2013 - Current 3
Planmember Securities Corporation Carpinteria, CA May 2013 - Current 3
F. Britt Barr LLC Seminole, CA Dec 2007 - Current 9
J.l. Peggs Financial & Associates LLC Seminole, FL Aug 2007 - Current 9
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
Contact Info for Forrest B. Barr
Phone Number: 805-684-1199
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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

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

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