Paul Barr
Paul Barr is a registered investment advisor at LPL Financial LLC, based in Marshalltown, IA, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
207 E. Church St. Ste 5, Marshalltown, IA, 50158
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2002Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Paul operates Barr Asset Management, Inc. as a DBA for his LPL business. He is also a partner in Grimes Family Farm Partnership and sells non-variable insurance products, dedicating minimal time to the partnership and a few hours per week to insurance sales.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Barr Asset Management
Fsc Securities Corporation
Fsc Securities CorporationBroker
Brenton Investments, INC.Broker
Vsr Financial Services, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.