Julie Marie Barr
Investment adviser representative at LPL Financial LLC
26 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Julie Marie Barr? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- LPL Financial LLCAug 2026 to now
- Raymond James Financial ServicesMay 2023 to Jul 2026
- Raymond James Financial Services Advisors, Inc.May 2023 to Jul 2026
- Crux Wealth Advisors, LLCJan 2021 to Mar 2023
- Raymond James Financial Services Advisors, Inc.Jan 2021 to Mar 2023
- Raymond James Financial Services, Inc.Jan 2021 to Mar 2023
- Emerge Capital ManagementOct 2020 to Dec 2020
- Raymond James Financial Services Advisors, Inc.Oct 2018 to Oct 2020
- Raymond James Financial Services, Inc.Oct 2018 to Oct 2020
- Private Advisor Group, LLCAug 2016 to Nov 2018
- LPL Financial LLCDec 2011 to Oct 2018
- Robert J. Ellis Financial Advisors, LLCAug 2000 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4261733
- Firm CRD
- 6413