Barr Financial Services, LLC
Barr Financial Services, LLC (CRD# 125444) is a financial advisory firm headquartered in Winter Park, FL. They manage $103,339,574 in 487 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management103MILLION
Total Number of Accounts487ACCOUNTS
Average Account Value$212,196
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Kirk Young (CRD# 1348461) is an Investment Advisor Representative working at Barr Financial Services, LLC in Winter Park, FL and has over 32 years of experience in the finance industry. Kirk Young 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.
Michael Payne (CRD# 2289904) is an Investment Advisor Representative working at Barr Financial Services, LLC in Winter Park, FL and has over 18 years of experience in the finance industry.