Julie Barr
Julie Barr is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Seneca, NY, with 9 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
80 Sky Hi Dr, West Seneca, NY, 14224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie is the Chief Operations Officer at Noble Wealth Partners, Inc., providing compliance supervision to associated advisory teams. This role takes about half of Julie's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Private Advisor Group, LLC
LPL Financial LLCBroker
State Registrations43 states
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