Ian T. Barr

PURE FINANCIAL ADVISORS

Northbrook, IL 60062

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CRD#: 3168350

Professional summary

Ian Thomas Barr, CFP® is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in Northbrook, Illinois.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ian has worked at 9 firms and has passed the Series 63, Series 66, Series 65, 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.

*514065 - Rental Property; Investment related: Yes; Wilmette, Illinois; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 10; *508730 - Ian Barr; Investment related: No; Wilmette, Illinois; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 10;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Thomas Barr's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Experience

Current

April 1, 2024 - Present

PURE FINANCIAL ADVISORS, LLC

Office #1: 5 Revere Drive 1 Northbrook Place, Northbrook, IL 60062

RIA

CRD#: 144316

Northbrook, IL

Past

September 5, 2023 - January 2, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Chicago, IL

Past

October 7, 2022 - January 2, 2024

MORGAN STANLEY

CRD#: 149777

Chicago, IL

Past

April 30, 2018 - September 5, 2023

E*TRADE SECURITIES LLC

CRD#: 29106

CHICAGO, IL

Past

April 5, 2018 - September 5, 2023

HARRISDIRECT LLC

RIA

CRD#: 42159

CHICAGO, IL

Past

October 13, 2015 - March 21, 2018

FISHER INVESTMENTS

RIA

CRD#: 107342

CAMAS, WA

Past

March 25, 2013 - October 7, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

HILLSBORO, OR

Past

March 25, 2013 - October 7, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

HILLSBORO, OR

Past

March 19, 2009 - May 26, 2011

J.P. MORGAN SECURITIES LLC

CRD#: 79

HIGHLAND PARK, IL

Past

February 8, 2007 - April 25, 2007

J.P. MORGAN SECURITIES INC.

RIA

CRD#: 18718

CHICAGO, IL

Past

February 8, 2007 - April 25, 2007

J.P. MORGAN SECURITIES INC.

CRD#: 18718

CHICAGO, IL

Past

February 4, 2005 - March 16, 2005

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

CHICAGO, IL

Past

January 1, 2005 - March 16, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

May 24, 2001 - June 4, 2003

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

February 1, 1999 - September 9, 1999

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Illinois
(4/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/20/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/2/2013

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/14/2000

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/29/2018

General Securities Representative Examination

Current Firm

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

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Contact information

Main Address

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

Mailing Address

Phone number

(866) 876-7873

Established

Firm type

Fiscal year end

# of Employees

171

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	22,199
AUM (Assets Under Management)	$ 8,023,229,867

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Ian T. Barr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Thomas Barr's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

E*TRADE SECURITIES LLC

HARRISDIRECT LLC

FISHER INVESTMENTS

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES INC.

J.P. MORGAN SECURITIES INC.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

PURE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/20/2018

Series 66

Date: 4/2/2013

Series 65

Date: 2/14/2000

SIE

Date: 10/1/2018

Series 7

Date: 4/29/2018

Current Firm

PURE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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