Joseph
Barr
Cetera Investment Advisers LLC
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About this Advisor
Joseph Barr is a financial advisor working out of South Jordan, Utah, with 4 years of relevant experience. Barr currently works for Cetera Investment Advisers LLC. Throughout their career, Barr has worked at E*Trade Capital Management LLC, E*Trade Securities LLC, E*Trade Savings Bank, 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. Barr holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in California and Utah. Cetera Investment Advisers LLC is a registered investment company headquartered in Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 advisors. It oversees $33 billion in assets under management across its 176,986 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 431 charitable organizations. Of its 176,986 client accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Cetera Investment Advisers LLC offers a number of services, including 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. A financial advisor's fees largely are based on which services the firm provides the client. Fee types billed by Cetera Investment Advisers LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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
Joseph has been registered as a financial advisor for 4 years.*
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
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade Savings Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Anaheim, CA
Fort Lauderdale, FL
Irvine, CA
San Marino, CA
Medford, OR
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
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