Erin Barr is a registered investment advisor, based in Canton, OH, with 8 years of industry experience.
Location
Canton, OH
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Erin is an officer (Secretary) for Apex Detail & Tint, balancing the books for her husband's business, dedicating a few hours per week. She also works as support staff for Momentum Wealth Partners, taking about half of her time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
November 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services Advisors, INC
November 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
September 2020 - November 2022 · 2 yrs 2 mos
UBS Financial Services INC.Broker
April 2017 - November 2022 · 5 yrs 7 mos
State Registrations30 states
ALARAZCACOCTFLGAIDILINKYMAMDMIMNNCNMNVNYOHPAPRRISCTNTXVAWIWY
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.