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Kevin Barr

LPl Financial LLC

Bend, OR

San Diego, CA

CRD 6217937

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-04-13
  • OR RA
    APPROVED
    Since 2023-04-13

Branch Locations

Bend, OR • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 06/2013 02/2020
Facet Wealth Baltimore MD 03/2020 02/2023
Lpl Financial Llc Bend OR 03/2023 Present
  • 06/2013 → 02/2020
    The Vanguard Group, Inc.
    Malvern, PA
  • 03/2020 → 02/2023
    Facet Wealth
    Baltimore, MD
  • 03/2023 → Present
    Lpl Financial Llc
    Bend, OR
Previous Registrations
  • 2020-03-05 → 2023-02-22
    Facet
    Philadelphia, PA
    West Palm Beach, FL
    Kennett Squar, PA
    Bend, OR
  • 2014-08-12 → 2020-03-31
    Vanguard Advisers, Inc.
    Malvern, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-02
S63 Uniform Securities Agent State Law Examination 2013-07-31
  • S65 Uniform Investment Adviser Law Examination
    2014-08-02
  • S63 Uniform Securities Agent State Law Examination
    2013-07-31
Designations
  • Certified Financial Planner
Other Names
  • Kevin Barr
  • Kevin John Barr

View on SEC IAPD

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