Ian
Barr

Pure Financial Advisors, LLC

CRD#3168350
Investment Advisor
in Northbrook, IL

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About this Advisor

Ian Barr is a financial advisor based in Northbrook, Illinois, working with Pure Financial Advisors, LLC. Ian has previously held positions at Jpmorgan Securities LLC, Pure Financial Advisors, LLC, Fisher Investments, Morgan Stanley, and Morgan Stanley/E*Trade. Ian has passed the Series 65, Series 66, and Series 63 regulatory exams and is registered to provide services in Illinois. Currently, Ian is part of Pure Financial Advisors, LLC, which operates out of Northbrook, Illinois. The firm has 7 offices and 139 employees. The firm manages assets totaling $6.3 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pure Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5 Revere Drive
Northbrook, IL 60062

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Pure Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$6,292,814,320

IL Average: $7,578,581,321
Total Number of Employees

139

IL Average: 43
Total Number of Accounts

17,762

IL Average: 3,727
Average Account Size

$354,285

IL Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Ian Barr Work History

2024 - Present (1 year)

Pure Financial Advisors, LLC

2023 - 2023 (< 1 year)

Morgan Stanley

2023 - 2023 (< 1 year)

Morgan Stanley

2022 - 2023 (1 year)

Morgan Stanley

2018 - 2023 (5 years)

Morgan Stanley/E*Trade

2015 - 2018 (3 years)

Fisher Investments

2013 - 2015 (2 years)

Jpmorgan Securities LLC

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Disclosures

Please visit the SEC profile of Ian 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 Pure Financial Advisors, LLC

Nathaniel Ritchison
San Diego, CA
Matthew Balderston
San Diego, CA
Amy Moore
San Diego, CA
Joseph Sanchez
Brea, CA
John Dugan
San Diego, CA
Kyle Stacey
San Diego, CA
Dean Heimbach
Irvine, CA
Karen Baszak
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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