Matthew
Barr
Pfs Investments Inc
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About this Advisor
Matthew Barr is a financial advisor based in Milford, Connecticut, working with Pfs Investments Inc. Matthew has previously held positions at Cetera Financial Specialists LLC, Covenant Financial Services LLC Dba Covenant Financial, Primerica Financial Services, Pfs Investments Inc, Cetera Investment Advisers LLC, United Health Group, Ambit Energy, The Boon Group, Barr Tax & Bookkeeping Services LLC, and New England Animal Action. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Matthew is part of Pfs Investments Inc, which operates out of Milford, Connecticut. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Matthew Barr Work History
Barr Tax & Bookkeeping Services LLC
New England Animal Action
Primerica Financial Services
Pfs Investments Inc
The Boon Group
Ambit Energy
Covenant Financial Services LLC Dba Covenant Financial
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
United Health Group
Disclosures
Please visit the SEC profile of Matthew Barr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
