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Angelo R. Barr

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CRD#: 720075
AB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Angelo Robert Barr was a registered financial professional .

Angelo is a previously registered financial professional and started their career in finance in 1980. Angelo had worked at 12 firms and has passed the Series 63, Series 65, SIE, Series 6, Series 7, Series 22, Series 24 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 24, 2015 - October 2, 2017

AWM SERVICES, LLC

BD
CRD#: 6439
HOUSTON, TX
Past

January 6, 2010 - December 19, 2011

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
BOULDER, CO
Past

December 4, 2006 - June 4, 2007

WESTMOORE ADVISORS, LLC

RIA
CRD#: 140474
ANAHEIM HILLS, CA
Past

October 10, 2006 - January 7, 2008

WESTMOORE SECURITIES, INC.

BD
CRD#: 44948
ANAHIEM, CA
Past

September 6, 2002 - September 15, 2006

BNY MELLON SECURITIES CORPORATION

RIA
CRD#: 231
DENVER, CO
Past

March 1, 2002 - September 15, 2006

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
DENVER, CO
Past

January 1, 1999 - October 11, 2006

FOUNDERS ASSET MANAGEMENT LLC

RIA
CRD#: 44645
DENVER, CO
Past

April 1, 1998 - March 11, 2002

FOUNDERS ASSET MANAGEMENT LLC

BD
CRD#: 44645
DENVER, CO
Past

April 22, 1996 - April 1, 1998

FOUNDERS ASSET MANAGEMENT, INC.

BD
CRD#: 323
DENVER, CO
Past

April 11, 1995 - March 12, 1996

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
MINNEAPOLIS, MN
Past

April 7, 1994 - March 28, 1995

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN
Past

July 23, 1992 - March 10, 1994

CITI DISTRIBUTION SERVICES, INC.

BD
CRD#: 29244
BOSTON, MA
Past

June 11, 1987 - March 10, 1992

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
MINNEAPOLIS, MN
Past

May 25, 1984 - June 25, 1987

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

December 2, 1980 - April 27, 1984

PETRO-LEWIS SECURITIES CORPORATION

BD
CRD#: 5169

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/29/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AS
AWM SERVICES, LLC
AWM SERVICES, INC. | FINANCIAL COUNSELING CORPORATION | AWM SERVICES, LLC

CRD#: 6439 / SEC#: 801-61424, 8-17526

BD
Terminated by SEC on 01/18/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 08/10/1992
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ASCENDANT ADVISORS GROUP, LLCSHAREHOLDER
LEE, JAMES HARVEYPRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER1616347
WALKER, JAMES MICHAELFINOP1456393
WIGDOR, PAUL SCOTTVICE PRESIDENT3242843

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.

Company Information


AWM SERVICES, LLC

CRD#: 6439

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