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Janet Barr, MS, ChFC, CLU

Other Names: Janet Leann Barr
Firm:
LPL Financial LLC
DBA:

Collaborative Financial Solutions, LLC
Type: Dual Registration
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Description

Janet Barr, MS, ChFC, CDFA, CLU is the Branch Manager and LPL Registered Principal at Collaborative Financial Solutions, LLC. She serves clients in Santa Barbara, Goleta, Ventura, Montecito, Camarillo and Summerland. Janet primarily manages accounts for high net worth individuals, and currently has $35 million in assets ...(see more)

BrightScope Advisor Metrics

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Answers and Guides

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Level 1 Level 1 Contributor 0 Answers and 0 Financial Guides

Top Answers

Janet Barr, MS, ChFC, CLU has not answered any questions on Financial Q&A.

Top Guides

Janet Barr, MS, ChFC, CLU has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Advisor Information

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Articles/Publications

The Real Story Behind Landing the Big Case

Janet Barr quoted in the April 2012 issue of Insurancenewsnet Magazine on what seperates advisors from the pack in the big case market. (pages 21-22)

Closed-end funds have an extra kick

Janet Barr was quoted in this 9/18/2011 article from InvestmentNews on the benefits of closed-end funds.

Social Media

Advisor Assets Under Management

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$35.0M
Total Assets
75
Clients
$466.7K
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Advisor Client Types

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ownership pie chart
Individuals 65%
High Net Worth Individuals 30%
Pension and Profit Sharing Plans 5%

*The Client Types data displayed has been entered by the advisor and has not been verified.

Experience and Employment History

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Employer Years Dates
LPL Financial LLC 7 years, 4 months Jan 2006 - Present
Ids Life Insurance Company 12 years, 3 months Oct 1993 - Jan 2006
American Express Financial Advisors Inc. 12 years, 3 months Oct 1993 - Jan 2006
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 01/12/2012, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
FINRA
License Status
Registered
Registered
Disclosures

No Disclosures Found

No Disclosures Found
As of Date
01/12/2012
01/12/2012
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

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Exam Series Passed Date
General Securities Principal Examination Series 24 07/03/2006
General Securities Representative Examination Series 7 04/11/1994
Uniform Securities Agent State Law Examination Series 63 02/01/1994

Advisor Compensation Arrangements

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Types of Compensation Arrangements

Compensation Arrangement Chart