James Barr is a registered investment advisor at LPL Financial LLC, based in Lake Worth, FL, with 24 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
Lake Worth, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James operates several DBAs for his LPL business, including Reserve Wealth Management, SouthFloridaFinancialPlanning.com, Florida Wealth Management, and Palm Beach Wealth Management. He also holds an active real estate broker's license, which he uses only for personal reasons and spends no time on.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Gaines Financial Group
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
PFS Investments INC.Broker
State Registrations3 states
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