Cara Elizabeth Barr

Employer firm

Parallel Advisors, LLC CRD 140800

$10.3B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2016 → 09/2017
  Oppenheimer
  San Francisco, CA
• 10/2017 → 02/2019
  Newday Financial Technologies
  San Francisco, CA
• 02/2019 → 04/2021
  Brighton Jones
  San Francisco, CA
• 05/2021 → 03/2023
  Beacon Pointe Advisors, Llc
  Campbell, CA
• 07/2023 → Present
  Parallel Advisors, Llc
  San Francisco, CA
• 04/2023 → 07/2023
  Unemployed
  San Anselmo, CA

Previous Registrations

• 2021-09-21 → 2023-04-03
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
  Campbell, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-21
• S63 Uniform Securities Agent State Law Examination
  2015-03-12

Other Names

• Cara Henshaw
• Cara Barr
• Cara Elizabeth Henshaw