Eric Barr (CRD# 2553965) is an Investment Advisor Representative working at Geowealth Management LLC in Boulder, CO and has over 29 years of experience in the finance industry.
CRD# 4503842
Cetera Investment Advisers LLC
CRD# 3073220
Lpl Financial LLC
CRD# 2520368
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geowealth Management LLC | Chicago, IL | Sep 2016 - Current | 7 |
| Change Path LLC | Boulder, CO | Aug 2015 - Nov 2016 | 1 |
| Eternity Investment Advisors, LLC | Boulder, CO | Apr 2015 - Nov 2016 | 1 |
| Financial Counselors Inc. | Kansas City, MO | Apr 2014 - Jun 2015 | 1 |
| Globalbridge, Inc. | Minneapolis, MN | Jul 2011 - Jun 2014 | 2 |
| Norwood Partners | Boulder, CO | Jul 2006 - Jun 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2004 |
- CO
- IL
- KS
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Total Assets Under Management12,333MILLIONS
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Total Number of Accounts74,593ACCOUNTS
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Average Account Value$165,341
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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