Aaron Barr is a registered investment advisor at Spc, based in Lebanon, PA, with 12 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
817 E. Evergreen Road, Lebanon, PA, 17042
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Regulatory History (1)
Customer Dispute
September 2019Other Business ActivitiesSells Insurance
Aaron owns Barr Associates, Inc. and sells life, annuity, fixed index annuity, and health insurance products, dedicating full-time hours to this activity. He also provides financial services through A. Barr Inc. DBA Barr Associates Financial and Parkland Securities LLC and SPC, and is involved with youth mountain bike teams.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
State Registrations6 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.
Exams
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