Business Description

BARR Financial Services empowers clients through education to make confident, informed financial decisions and find comfort with those decisions. We are an Independaent, Full Service, Fee-Based Financial Advisory Firm. Providing guidance to create a balance between managing your wealth and living your life. Please visit our website to learn more about our offering and the members of the firm.

General Information

Gender:

Male

CRD#:

1348461

Insurance License#:

A292603

Name of Broker/Dealer:

Triad Advisors, Inc.

States Licensed in:

FL,

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors

Education

Academic Background

BS - Finance
Chartered Life Underwriter
Chartered Financial Consultant
Registered Financial Consultant
Certified Financial Planner
Certified Senior Advisor
Certified Estate Planner

Services

Investment Types:

Real Estate, Bonds, Stocks, Annuities

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Estate Planner, Certified Senior Advisor (CSA)®, Chartered Life Underwriter (CLU®), Registered Financial Consultant (RFC), Certified Divorce Financial Analyst(CDFA), Chartered Financial Consultant (ChFC®)

Securities Licenses:

Series 7, Series 63, Series 65

Insurance and Annuity Licenses:

Long Term Care, Health, Annuity, Disability, Variable Life, Life, Variable Annuity

Financial Organization Memberships:

Association of Divorce Financial Planners, Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA), Society of Financial Services Professionals

Firm Information

Number of Advisors in Office:

Up to 10 employees

Firm's Number of Clients:

475

Firm's Number of Managed Clients:

250

Assets Managed by Firm:

Yes

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Hourly, Flat Fee

Fee % Based on Assets:

Hourly Rate:

185

Prepared By:

Kirk Barr Young