Managing Director, CRPC
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 SM. Among his accomplishments, James is a past Advisory Board Member of Florida Atlantic University, former Adjunct Professor of Management at Broward College, former President, CFO and Executive of several large national companies. James has performed volunteer work for Family Promise, a homeless charity, United Way, and Jewish Family Services. James formerly sat on the Board of Directors of SouthTech Academy, a charter high school. Jim earned financial planning certificates from the College for Financial Planning, Kaplan University, along with a BS in Accounting from Fairleigh Dickinson University and graduate work in Finance and Investments at Baruch Graduate School. James specializes in retirement planning, wealth management, estate planning, tax reduction strategies and asset protection. James is registered to do business in Florida, New York, Colorado and California.
LPL Financial is the largest independent broker/dealer* in America. LPL Financial assists James in providing a unique and diversified client service experience, allowing James the ability to design and provide customized financial strategies to his clients. LPL Financial provides a variety of investment strategies, along with in-depth research tools to benefit James's clients. As of March 31, 2018, LPL Financial provides financial services to over 16,000 financial advisors, with unbiased research.
*As reported by Financial Advisor magazine, "June 1996-2018, based on total revenue."