Janet Barr
| Other Names: | Janet Leann Barr |
|---|---|
| Firm: | LPL Financial LLC |
| Advisor Location: | Santa Barbara, CA |
| Advisor AUM: | $35,000,000 |
| Advisor Primary Clients: | Individuals |
| Type: | Dual Registration |
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
Answers and Guides
Level 1
Level 1 Contributor
0 Answers and 0 Financial Guides
Top Answers
Janet Barr has not answered any questions on Financial Q&A.Top Guides
Janet Barr has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.
Advisor Information
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
$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
| 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
| Employer | Years | Dates |
|---|---|---|
| LPL Financial LLC | 6 years, 5 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
| Regulator |
|
|
|---|---|---|
| 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.
*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
| 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
