| Advisor Profile |
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| Name: |
Kirk Barr Young |
| Phone Number: |
(407) 378-4559 |
| Website: |
Visit Website
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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. |
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General Information |
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| Insurance License#: |
A292603
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| Name of Broker/Dealer: |
Triad Advisors, Inc.
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| Years of Experience in Financial Services: |
20
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| Number of Years with Current Firm: |
16
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| I work with the following types of clients: |
Businesses, Individual Investors
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Education |
| Academic Background |
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BS - Finance Chartered Life Underwriter Chartered Financial Consultant Registered Financial Consultant Certified Financial Planner Certified Senior Advisor Certified Estate Planner |
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Services |
| Investment Types: |
Real Estate, Bonds, Stocks, Annuities
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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®)
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| Securities Licenses: |
Series 7, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Long Term Care, Health, Annuity, Disability, Variable Life, Life, Variable Annuity
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| 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
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Firm's Number of Clients: |
475
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| Firm's Number of Managed Clients: |
250
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| Assets Managed by Firm: |
Yes
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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| Compensation Methods: |
Hourly, Flat Fee
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| Prepared By: |
Kirk Barr Young |
Frequently Asked Questions |
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