BB
Beverly A. Barr
SPC
LEBANON, PA 17042
Some features on this profile are disabled
CRD#: 1071400
BB
Professional summary
Beverly Ann Barr, who also goes by Bev Barr, Beverly Paytash, is a registered financial advisor currently at SPC located in Lebanon, Pennsylvania and PARKLAND SECURITIES, LLC located in Lebanon, Pennsylvania.
Beverly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Beverly has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bev Barr | Beverly Paytash
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Barr Associates, Inc.: President 2. Life insurance and long term care insurance sales with various insurance companies. Comprises 20% of hours worked each week. 3. Joint owner, with spouse, of rental property in Lebanon, PA and receives monthly income from activity. Also co-own commercial property with spouse and receives monthly rental income. 4. Board member - Youth for Christ, Lebanon, PA. Helps with various activities that are needed to raise money to help Lebanon city youth. Started: 2003, approx. 2-3 hrs/mo, none during mkt hrs. General board member, no term limits. Not investment related. 5. Barr Associates Financial is an inactive name reserved for future use.
CRS (Client Relationship Summary) - RIA
Click below to view Beverly Ann Barr's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 9, 2014 - Present
SPC
Office #1: 817 E Evergreen Rd, Lebanon, PA 17042RIA
CRD#: 110692
LEBANON, PA
Current
January 7, 2003 - Present
PARKLAND SECURITIES, LLC
Office #1: 817 E. Evergreen Road, Lebanon, PA 17042BD
CRD#: 115368
Lebanon, PA
Past
April 18, 2006 - July 19, 2011
SPC
RIA
CRD#: 110692
LEBANON, PA
Past
May 3, 1999 - January 7, 2003
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
NEW YORK, NY
Past
October 21, 1991 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
June 5, 1990 - October 15, 1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
BD
CRD#: 2873
NEW YORK, NY
Past
June 5, 1990 - October 3, 1991
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Past
April 4, 1988 - May 21, 1990
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
August 7, 1987 - February 10, 1988
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
Past
August 6, 1987 - February 11, 1988
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
Past
September 2, 1986 - May 18, 1987
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
Past
November 15, 1982 - May 11, 1987
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Pennsylvania(1/7/2003)
IAR
Pennsylvania(1/9/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
300 Parkland Plaza, Ann Arbor, MI 48103
Mailing Address
Phone number
(734) 663-1611
Established
Firm type
Fiscal year end
# of Employees
462
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,544 |
| AUM (Assets Under Management) | $ 5,655,661,675 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SPC
CRD#: 110692Lebanon, PA 17042TRUST BUT VERIFY
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