Janet Barr
Janet Barr is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Santa Barbara, CA, with 31 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
5266 Hollister Ave Ste 325, Santa Barbara, CA, 93111-3047
Get directionsHistory
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
Janet is involved with Collaborative Financial Solutions, including non-variable insurance activities, taking about a quarter of her time. She also provides investment advisory services through Wealthcare Advisory Partners, LLC, dedicating about two-thirds of her time to this activity.
Employment History
Current Registrations
LPL Financial LLC
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 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.