Joseph
Barr
Cetera Investment Advisers LLC
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About this Advisor
Joseph Barr is a financial advisor based in South Jordan, Utah, working with Cetera Investment Advisers LLC. Joseph has previously held positions at Pinnacle Peak Financial LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Pruco Securities LLC, The Prudential Insurance Company Of America, Cetera Financial Specialists LLC, and Cetera Investment Advisers LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in California and Utah. Currently, Joseph is part of Cetera Investment Advisers LLC, which operates out of South Jordan, Utah. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Barr Work History
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Pruco Securities LLC
The Prudential Insurance Company Of America
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Pinnacle Peak Financial LLC
Disclosures
Please visit the SEC profile of Joseph Barr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
San Diego, CA
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