Cara Elizabeth Barr
Investment adviser representative at Parallel Advisors, LLC
10 yearsExperience
1 stateRegistered in
$10.3BFirm assets
19 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
Experience
10 years in the industry.
- Parallel Advisors, LLCJul 2023 to now
- UnemployedApr 2023 to Jul 2023
- Beacon Pointe Advisors, LLCMay 2021 to Mar 2023
- Brighton JonesFeb 2019 to Apr 2021
- Newday Financial TechnologiesOct 2017 to Feb 2019
- OppenheimerJul 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Parallel Advisors, LLC
$10.3BAssets managed
4,240Clients
73Advisers
19 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
- 6278540
- Firm CRD
- 140800