James Barr

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About James Barr

James Barr has over 40 years of financial experience having run large financial and non-financial companies. Additionally, James is a Chartered Retirement Planning Counselor®. Among his accomplishments, James is a past Advisory Board Member of Florida Atlantic University, former Adjunct Professor of Management at Broward College, former President, CFO and Executive of several large national companies. James has performed volunteer work for Family Promise, a homeless charity, United Way, and Jewish Family Services. James formerly sat on the Board of Directors of SouthTech Academy, a charter high school. Jim earned financial planning certificates from the College for Financial Planning, Kaplan University, along with a BS in Accounting from Fairleigh Dickinson University and graduate work in Finance and Investments at Baruch Graduate School. James specializes in retirement planning, wealth management, estate planning, tax reduction strategies and asset protection. James is registered to do business in Florida, New York and California.

See Disclosures

General Information

Firm Start Year

2011

CRD#

4383938

Firm CRD#

6413

Insurance License#

D064628; 1064624

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

FL; NY; CA

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors, Women, Pre-Retirees, Retirees

Foreign Languages Serviced

English

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Risk Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CRPC^®, Managing Director

Securities Licenses

Series 65, Series 63, Series 7, Series 6

Insurance and Annuity Licenses

Life, Long Term Care, Annuity, Disability

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

None

Compensation Methods

Based on Assets, Flat Fee, Commissions

Additional Details on Charges

First, we highly recommend performing a Detailed Financial Plan reflecting your current and future life, as well as act as your Financial Confidant for a12-month period for a Flat Fee, with optional renewals, as Life changes.

Without a Plan and an ongoing relationship, how can a truly Comprehensive Financial Advisor provide valuable advice and guidance, let alone the appropriate products and services?

Upon completion of the Plan, we then discuss and determine the appropriate products and services, with their respective costs and fees.

Education

BS - Accounting

Fairleigh Dickinson University
1967 -1969

MBA Incomplete - Finance & Investments

Baruch Graduate School
1969 -1971

Disclosures

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Additional Detailed Disclosures

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Disclaimer

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