Broker Check

Our Team

James Barr, CRPC®

Managing Director



James Barr has over 40 years of financial experience having run large financial and non-financial companies. Additionally, James is a Chartered Retirement Planning Counselor® . Among his accomplishments, Jim is a past Advisory

Read more

Investor Strategy and Business Development

The investor strategy group is focused on delivering timely perspectives to your advisor, that explore how the latest economic data, market trends, geopolitical events, and policy decisions are impacting investors and investments. In additi

Read more

ASK (Accurate,Swift, Knowledgeable) Research

We are a dedicated team of research professionals, ready to address your advisor's market and investment advice questions. We are experts on the entire research platform, including our recommended managers, models, resources, and tools, and

Read more

Due Diligence Strategy

Meet the LPL Financial Research Team

The markets change quickly and we need to ensure our recommendations are poised to keep up with those changes. We are experienced analysts whose main responsibility is to recommend, monitor and,

Read more

Portfolio Strategy and Research Analytics

The portfolio strategy team determines the asset allocation models based on relationships between risk and reward, and then selects the combinations of managers to populate each portfolio based on a variety of factors. We work closely with

Read more