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Forrest Barr

18 Years of Experience
Largo, FL
BrokerSells Insurance

Forrest Barr is a registered investment advisor at Ameriprise Financial Services, LLC, based in Largo, FL, with 18 years of industry experience. Forrest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

10225 Ulmerton Rd Ste 5B, Largo, FL, 33771-3520

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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 ActivitiesSells Insurance

Forrest is the servicing agent for Sentinel Security Life policies he sold before joining Ameriprise Financial. He dedicates minimal time to this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2020 - Present · 5 yrs 9 mos
Ameriprise Financial Services, LLCBroker
October 2020 - Present · 5 yrs 9 mos
Previous Registrations
Planmember Securities Corporation
June 2013 - October 2020 · 7 yrs 4 mos
Planmember Securities CorporationBroker
June 2013 - October 2020 · 7 yrs 4 mos
AXA Advisors, LLC
May 2013 - June 2013 · 1 mo
AXA Advisors, LLCBroker
September 2011 - June 2013 · 1 yr 9 mos
AXA Advisors, LLCBroker
August 2009 - September 2011 · 2 yrs 1 mo
Woodbury Financial Services, INC.Broker
November 2007 - July 2009 · 1 yr 8 mos
State Registrations14 states
FLGAILINKYMDNCNHNMNVSCTNTXVA
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.
Forrest Barr - Financial Advisor | TrueAdvisor