Unclaimed Profile

Cara Elizabeth Barr

NEWDAY FUNDS, INC.·SAN FRANCISCO, California

SIE, Series 7, Series 63, Series 65Clean record4 years registeredNEWDAY FUNDS, INC.

18 BARTOL, SAN FRANCISCO, CA 94133CRD# 6278540Firm CRD# 174758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cara Elizabeth Barr · SAN FRANCISCO, CA

Registration

CRD #6278540 · NEWDAY FUNDS, INC. · 4 years registered

Brand Profile

Not yet started

Career History

PARALLEL ADVISORS, LLC

Jul 2023 – present

BEACON POINTE ADVISORS, LLC

Sep 2021 – Apr 2023

Campbell, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 21, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWDAY FUNDS, INC.

CRD 174758 · SEC 801-112212

AUM

$175M

Regulatory assets under management

Employees

26 client accounts

Services offered by NEWDAY FUNDS, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at NEWDAY FUNDS, INC. →

Introduction

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Frequently Asked Questions

What services does Cara Elizabeth Barr offer?

Cara Elizabeth Barr specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are Cara Elizabeth Barr's credentials?

Cara Elizabeth Barr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cara Elizabeth Barr located?

Cara Elizabeth Barr is based in SAN FRANCISCO, California, working with NEWDAY FUNDS, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Cara Elizabeth Barr charge for services?

Cara Elizabeth Barr's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWDAY FUNDS, INC.?

NEWDAY FUNDS, INC. has approximately 9 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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