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Edward S. Barr

E.S. BARR & COMPANY·LEXINGTON, Kentucky
Series 63Clean record33 years registeredE.S. BARR & COMPANY
1999 RICHMOND ROAD, LEXINGTON, KY 40502CRD# 2355029Firm CRD# 107447

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward S. Barr · LEXINGTON, KY
Registration
CRD #2355029 · E.S. BARR & COMPANY · 33 years registered
Brand Profile
Not yet started
01

Career History

E. S. BARR & COMPANY
May 1993 – present
02

Registrations & Exams

FINRA examinations passed
Series 63
Registration record
First registered · May 13, 1993
Years registered · 33
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
E.S. BARR & COMPANY
CRD 107447 · SEC 801-42566
AUM
$1.8B
Regulatory assets under management
Employees
6
866 client accounts
Services offered by E.S. BARR & COMPANY
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at E.S. BARR & COMPANY →
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05

Frequently Asked Questions

What services does Edward S. Barr offer?
Edward S. Barr specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Edward S. Barr's credentials?
Edward S. Barr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward S. Barr located?
Edward S. Barr is based in LEXINGTON, Kentucky, working with E.S. BARR & COMPANY. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Edward S. Barr charge for services?
Edward S. Barr's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is E.S. BARR & COMPANY?
E.S. BARR & COMPANY has approximately 6 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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