| Advisor Profile |
 |
| Name: |
Kirk Barr Young, CFP® |
|
|
 |
| Request More Information |
|
|
|
|
|
|
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 |
|
|
|
|
| Insurance License#: |
A292603
|
|
| Name of Broker/Dealer: |
Triad Advisors, Inc.
|
|
|
|
| Years of Experience in Financial Services: |
24
|
|
| Number of Years with Current Firm: |
17
|
|
| I work with the following types of clients: |
Individual Investors, Businesses, Non-Profit Organizations
|
|
| |
|
Education |
| Academic Background |
| |
| BS, Finance |
|
| |
|
Services |
| Investment Types: |
Real Estate, Alternative Investments, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
|
|
| |
|
Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Certified Estate Planner, Chartered Life Underwriter (CLU®), Certified Senior Advisor (CSA)®, Certified Divorce Financial Analyst(CDFA), Registered Financial Consultant (RFC)
|
|
| Securities Licenses: |
Series 65, Series 63, Series 7
|
|
| Insurance and Annuity Licenses: |
Variable Life, Annuity, Life, Variable Annuity, Long Term Care, Disability
|
|
| Financial Organization Memberships: |
Financial Planning Association (FPA), Society of Financial Services Professionals, American Institute of Certified Public Accountants (AICPA), National Association of Insurance and Financial Advisors (NAIFA), Association of Divorce Financial Planners, Million Dollar Roundtable
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
|
|
| I work with clients as part of a team: |
Yes
|
|
| 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: |
Flat Fee, Hourly
|
|
|
|
|
|
| |
|
| |
| |
| Prepared By: |
Kirk Barr Young, CFP® |
Frequently Asked Questions |
|
|
|
