Joseph Barr
Joseph Barr is a registered investment advisor at Cetera Investment Advisers LLC, based in South Jordan, UT, with 17 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
South Jordan, UT
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
Joseph is the owner and financial advisor at Pinnacle Peak Financial, LLC, a financial services and insurance business. This takes nearly all of Joseph's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Pinnacle Peak Financial LLC
E*trade Capital Management, LLC
E*trade Securities LLCBroker
USAA Financial Planning Services
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Investment Management CompanyBroker
State Registrations16 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.