Kirk B. Young
BARR FINANCIAL SERVICES
Winter Park, FL 32789
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CRD#: 1348461
Professional summary
Kirk Barr Young, CFP® is a registered financial advisor currently at BARR FINANCIAL SERVICES, LLC located in Winter Park, Florida and OSAIC WEALTH, INC. located in Winter Park, Florida.
Kirk is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Kirk has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 FINANCIAL SERVICES, LLC INVESTMENT RELATED; 2160 North Park Avenue, Winter Park, FL 32789; RIA; MANAGING MEMBER/ SHAREHOLDER/COO; 11/3/2000; 100 HRS/MONTH; 6 HRS/DAY; COMPENSATION-FEES; COMPLETE FINANCIAL MANAGEMENT, PROVIDE INVESTMENT ADVICE. 2. BARR FINANCIAL SERVICES, LLC NON-INVESTMENT RELATED; 2160 North Park Avenue, Winter Park, FL 32789; INSURANCE-VARIOUS CARRIERS; MANAGING MEMBER/SOLE SHAREHOLDER; 1985; 20 HRS/MONTH; 8 HRS/DAY; COMPENSATION-COMMISSIONS; INSURANCE SALES. 3. BARR FINANCIAL SERVICES, LLC POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2008 ADDRESS: 2160 North Park Avenue, Winter Park FL 32789 DESCRIPTION: Providing divorce and financial planning services. 4. BARR FINANCIAL SERVICES, LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/02/1985 ADDRESS: 2160 North Park Avenue, Winter Park FL 32789 DESCRIPTION: Sale of insurance products. 5. BARR REAL ESTATE, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 08/19/2015 ADDRESS: 2160 North Park Avenue, Winter Park FL 32789 DESCRIPTION: Purchased building to rent to BARR Financial Services, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Kirk Barr Young'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®
CFP®
Start date: 2001
Experience
Current
January 1, 2001 - Present
BARR FINANCIAL SERVICES, LLC
Office #1: 2160 North Park Avenue, Winter Park, FL 32789RIA
CRD#: 125444
Winter Park, FL
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 2160 North Park Avenue, Winter Park, FL 32789RIA
BD
CRD#: 23131
Winter Park, FL
Past
August 2, 2004 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Winter Park, FL
Past
February 26, 1993 - August 10, 2004
MONY SECURITIES CORPORATION
RIA
CRD#: 4386
ORLANDO, FL
Past
October 2, 1992 - August 10, 2004
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Past
January 9, 1989 - September 25, 1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
January 9, 1989 - September 25, 1992
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
February 13, 1986 - December 21, 1988
MONY SECURITIES CORPORATION
BD
CRD#: 4386
Past
April 23, 1985 - August 5, 1985
BLINDER, ROBINSON & CO., INC.
BD
CRD#: 5096
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".
BF
BARR FINANCIAL SERVICES, LLC
BARR FINANCIAL SERVICES, LLC
CRD#: 125444 / SEC#: 801-96310
RIA
Registered Investment Advisory firm - (5/26/2015 Approved)Florida
Registered Investment Advisory firm - (5/27/2015 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
Arizona(8/23/2024)
RR
Arkansas(8/23/2024)
RR
California(8/23/2024)
RR
Connecticut(8/23/2024)
IAR
Florida(1/1/2001)
RR
Florida(8/23/2024)
IAR
Georgia(2/16/2018)
RR
Georgia(8/23/2024)
RR
Illinois(8/23/2024)
RR
Indiana(8/23/2024)
RR
Kentucky(8/23/2024)
RR
Michigan(8/23/2024)
RR
New Jersey(8/23/2024)
RR
New Mexico(8/23/2024)
RR
New York(8/23/2024)
IAR
North Carolina(2/2/2018)
RR
North Carolina(8/23/2024)
RR
Ohio(8/23/2024)
RR
South Carolina(8/23/2024)
IAR
Texas(2/5/2018)
RR
Texas(8/23/2024)
RR
Utah(8/23/2024)
RR
Virginia(8/23/2024)
RR
Washington(8/23/2024)
RR
West Virginia(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BF
BARR FINANCIAL SERVICES, LLC
BARR FINANCIAL SERVICES, LLC
CRD#: 125444 / SEC#: 801-96310
RIA
Registered Investment Advisory firm - (5/26/2015 Approved)Florida
Registered Investment Advisory firm - (5/27/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2160 North Park Avenue, Winter Park, FL 32789
Mailing Address
Phone number
(407) 622-0018
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 695 |
| AUM (Assets Under Management) | $ 235,111,173 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
