Ian Thomas Barr
Investment adviser representative at Pure Financial Advisors, LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$11.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Pure Financial Advisors, LLCMar 2024 to now
- UnemployedJan 2024 to Mar 2024
- Morgan StanleyOct 2022 to Dec 2023
- Morgan Stanley/e*tradeApr 2018 to Dec 2023
- Fisher InvestmentsOct 2015 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 66 · Uniform Combined State Law2013
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Pure Financial Advisors, LLC
$11.1BAssets managed
7,509Clients
87Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3168350
- Firm CRD
- 144316