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Winter Park Financial Advisors
BARR Financial Services. LLC
400 West Morse Blvd, Suite 220
Winter Park, FL 32789
“Registered Investment Advisor”
Advisor Profile
Name:  Kirk Barr Young, CFP®
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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.
 

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:    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
Fee % Based on Assets:    1
Hourly Rate:    185
 
 
 
Prepared By: Kirk Barr Young, CFP®