Todd David Barr

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → Present
  Lpl Financial Llc
  Kansas City, MO

Other Businesses

1. 09/06/2006 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time spent 10% - SELLING OUTSIDE FIXED INSURANCE - FIXED ANNUITIES, LONG TERM CARE, FIXED LIFE. 2. 09/20/2006 - TODD D BARR - Investment Related - Other-Legal services - Time Spent 1% - ATTORNEY - OCCASSIONALLY REPRESENTS CLIENTS FOR TRAFFIC VIOLATIONS. 3. 4/30/2009 - Meridian Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 7/29/2009 - Various 3rd Party Insurance Cos. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - Life, Health, Disability, Long-term Care and Fixed Annuities.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-18
• S63 Uniform Securities Agent State Law Examination
  2001-05-09