Aaron James Barr

Spc

11 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Spc

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

474 advisors

Number of Clients

30,881 clients

Average Client Portfolio

$183K average

Assets Under Management

$5.7B

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

Minimum Annual Fee:$25

Location

817 E. Evergreen Road, Lebanon, PA, 17042

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History

Regulatory History (1)

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Customer Dispute

September 2019

Denied

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Other 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

March 2014 - Present · 11 yrs 11 mos

Parkland Securities, LLCBroker

March 2014 - Present · 11 yrs 11 mos

State Registrations6 states

CODEFLPASCTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.