Douglas
Barr

1St Global Advisors Inc

CRD#5078148
Investment Advisor
in Denver, CO
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About this Advisor

Douglas Barr is a personal financial specialist operating in Denver, Colorado, who has been in the advisory business for 39 years. Barr is on the advisory team at 1St Global Advisors Inc. Over the course of their career, Barr has held roles at 1St Global Insurance Services, Inc, 1St Global Capital Corp, Ryan Gunsauls & O'Donnell, Pc, 1St Global Advisors, Inc, Peak Wealth Strategies, LLC and I.M. Wealth Care, LLC. Barr holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Colorado. 1St Global Advisors Inc is a financial advisory firm that has its headquarters in Denver, Colorado. The investment advisory business has offices in 436 locations and a total of 1,049 financial advisors. It has $10 billion in total assets among its 28,955 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 29 charities and foundations. Of its 28,955 accounts, just 9% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically depend on which service is provided. However, fees billed by 1St Global Advisors Inc likely are comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Personal Financial Specialist

Years of Experience

39 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

5590 East Yale Ave Suite 102
Denver, CO 80222

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1St Global Advisors Inc Brokerage Details

Total Assets Under Management

$9,997,015,164

CO Average: $3,042,739,679
Total Number of Employees

1,049

CO Average: 49
Total Number of Accounts

28,955

CO Average: 2,315
Average Account Size

$345,260

CO Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Douglas Barr Work History

Douglas has 39 years of experience.

2016 - Present (3 years)

Peak Wealth Strategies, LLC

2014 - 2016 (2 years)

I.M. Wealth Care, LLC

2007 - Present (12 years)

1St Global Insurance Services, Inc

2006 - Present (13 years)

1St Global Capital Corp

2006 - Present (13 years)

1St Global Advisors, Inc

1979 - Present (40 years)

Ryan Gunsauls & O'Donnell, Pc

Disclosures

Douglas Barr has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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