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Margaret Barr Gess

E.S. BARR & COMPANY·LEXINGTON, Kentucky
Clean recordE.S. BARR & COMPANY
1999 RICHMOND ROAD, LEXINGTON, KY 40502CRD# 6871978Firm CRD# 107447

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Barr Gess · LEXINGTON, KY
Registration
CRD #6871978 · E.S. BARR & COMPANY
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margaret Barr Gess is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with E.S. BARR & COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
E.S. BARR & COMPANY
E. S. BARR & COMPANY
AUM
$1.8B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at E.S. BARR & COMPANY →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6871978
Firm CRD# 107447
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret Barr Gess offer?
Margaret Barr Gess specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Margaret Barr Gess's credentials?
Margaret Barr Gess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Barr Gess located?
Margaret Barr Gess 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 Margaret Barr Gess charge for services?
Margaret Barr Gess'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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Other Advisors at E.S. BARR & COMPANY

Edward S. Barr
LEXINGTON, KY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)WADDY (6)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)FT. MITCHELL (4)
City Guides
LOUISVILLE GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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