Carolyn Cetera Barr
Investment adviser representative at Vestor Capital, LLC
11 yearsExperience
1 stateRegistered in
$2.3BFirm assets
14 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Vestor Capital SecuritiesApr 2017 to now
- Vestor Capital, LLCApr 2017 to now
- Aon Securities Inc.Jul 2016 to Apr 2017
- Aon Hewitt Investment ConsultingNov 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
Vestor Capital, LLC
$2.3BAssets managed
1,288Clients
24Advisers
14 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
- 5484249
- Firm CRD
- 165855