Barr Financial Services, LLC

Barr Financial Services, LLC (CRD# 125444) is a financial advisory firm headquartered in Winter Park, FL. They manage $201,181,797 in 671 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    671
    ACCOUNTS
  • Average Account Value
    $299,824
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, TX

Financial Advisors at Barr Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael G. Stewart
CRD#: 5941515
2160 North Park Avenue, Winter Park, FL 32789

Michael Stewart (CRD# 5941515) is an Investment Advisor Representative working at Barr Financial Services, LLC in Winter Park, FL and has over 10 years of experience in the finance industry.

2
Kirk B. Young
CRD#: 1348461
2160 North Park Avenue, Winter Park, FL 32789

Kirk Young (CRD# 1348461) is an Investment Advisor Representative working at Barr Financial Services, LLC in Winter Park, FL and has over 38 years of experience in the finance industry.

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