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CFP
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CFP

Oscar Barr

LPL Financial LLC
36 Years of Experience
Hurst, TX
Broker
View SEC Summary
View SEC Summary

Oscar Barr is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hurst, TX, with 36 years of industry experience. Oscar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

720 W Harwood Rd, Suite 500, Hurst, TX, 76054

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Oscar offers tax preparation and accounting services as a CPA since 1989. He also operates Barr Financial Group as a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
November 2021 - Present · 4 yrs 11 mos
LPL Financial LLCBroker
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Avantax Advisory Services
July 2009 - November 2021 · 12 yrs 4 mos
Avantax Investment Services, INC.Broker
May 2009 - November 2021 · 12 yrs 6 mos
Level Four Advisory Services
February 2008 - June 2009 · 1 yr 4 mos
Lincoln Financial Securities CorporationBroker
November 2007 - May 2009 · 1 yr 6 mos
Securities America, INC.Broker
December 2004 - November 2007 · 2 yrs 11 mos
1st Global Capital CORP.Broker
August 1992 - January 2005 · 12 yrs 5 mos
H.D. Vest Investment Securities, INC.Broker
December 1989 - September 1992 · 2 yrs 9 mos
State Registrations6 states
COFLMINMOKTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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