James Barr
James Barr is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fountain Valley, CA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
17220 Newhope Street, Suite 216, Fountain Valley, CA, 92708
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is an insurance agent since 1997, dedicating a few hours per week to this activity. He is also the Chair of the Board for the non-profit Newport Beach DeMolay Chapter, spending about 10-20% of his time on administration and mentoring.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Linsco/private Ledger CORP.Broker
First Investors CorporationBroker
State Registrations23 states
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