Barr Financial Services, LLC

Barr Financial Services, LLC (CRD# 125444) is a financial advisory firm headquartered in Winter Park, FL. They manage $137,862,217 in 569 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2160 North Park Avenue, Winter Park, FL 32789
https://www.barrllc.com
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    569
    ACCOUNTS
  • Average Account Value
    $242,289
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
Kirk Young, financial advisor Winter Park FL
Kirk B. Young
CRD#: 1348461
2160 North Park Avenue, Winter Park, FL 32789
96
Wealthminder
score

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.

2
Michael Payne, financial advisor Winter Park FL
Michael Payne
CRD#: 2289904
2160 North Park Avenue, Winter Park, FL 32789
81
Wealthminder
score

Michael Payne (CRD# 2289904) is an Investment Advisor Representative working at Barr Financial Services, LLC in Winter Park, FL and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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