Unclaimed Profile

Kirk Barr Young

BARR FINANCIAL SERVICES, LLC·WINTER PARK, Florida

SIE, Series 7, Series 63, Series 65CFP ChFCClean record33 years registeredBARR FINANCIAL SERVICES, LLC

2160 NORTH PARK AVENUE, WINTER PARK, FL 32789CRD# 1348461Firm CRD# 125444

Profile Verification

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

Identity

Kirk Barr Young · WINTER PARK, FL

Registration

CRD #1348461 · BARR FINANCIAL SERVICES, LLC · 33 years registered

Brand Profile

Not yet started

Career History

BARR FINANCIAL SERVICES, LLC

Jan 2001 – present

MONY SECURITIES CORPORATION

Feb 1993 – Aug 2004

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 26, 1993

Years registered · 33

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BARR FINANCIAL SERVICES, LLC

CRD 125444 · SEC 801-96310

AUM

$201M

Regulatory assets under management

Employees

671 client accounts

Services offered by BARR FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BARR FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Kirk Barr Young offer?

Kirk Barr Young specializes in Financial Planning, Investment Management. Contact their office in WINTER PARK, Florida for a consultation.

What are Kirk Barr Young's credentials?

Kirk Barr Young holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kirk Barr Young located?

Kirk Barr Young is based in WINTER PARK, Florida, working with BARR FINANCIAL SERVICES, LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.

How does Kirk Barr Young charge for services?

Kirk Barr Young's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BARR FINANCIAL SERVICES, LLC?

BARR FINANCIAL SERVICES, LLC has approximately 2 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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