Forrest Britt Barr
Investment adviser representative at Ameriprise Financial Services, LLC
19 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Ameriprise Financial Services, LLCOct 2020 to now
- U S Employees Benefits Service Group, LLCJan 2015 to Oct 2020
- BencorJun 2013 to Oct 2020
- Retirement Planning AssociatesJun 2013 to Oct 2020
- Planmember Securities CorporationMay 2013 to Oct 2020
- F. Britt Barr LLCDec 2007 to Oct 2020
- J.L. Peggs Financial & Associates LLCAug 2007 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 5413387
- Firm CRD
- 6363