MB
Michael J. Barr
TRUE PRIVATE WEALTH ADVISORS
Salem, OR 97302
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CRD#: 7821023
MB
Professional summary
Michael John Barr is a registered financial advisor currently at TRUE PRIVATE WEALTH ADVISORS, LLC located in Salem, Oregon.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Michael has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael John 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
November 8, 2023 - Present
TRUE PRIVATE WEALTH ADVISORS, LLC
Office #1: 1781 Liberty Street Se Suite 200, Salem, OR 97302RIA
CRD#: 164947
Salem, OR
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".
TP
TRUE PRIVATE WEALTH ADVISORS, LLC
ALLATICE WEALTH ADVISORS, LLC | TRUE PRIVATE WEALTH ADVISORS, LLC | STEVE BINNS GROUP | SANDERS COFFEE GROUP | OPSAHL GROUP | NBC CAPITAL ADVISORS GROUP | NANSON, BRATT & COLVIN CAPITAL ADVISORS GROUP | MIKE LONG GROUP | GESCHER HERBER GROUP | DAVIS ALTMAN PATERSON GROUP
CRD#: 164947 / SEC#: 801-76997
RIA
Registered Investment Advisory firm - (8/7/2012 Approved)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
Oregon(11/8/2023)
Current Firm
TP
TRUE PRIVATE WEALTH ADVISORS, LLC
ALLATICE WEALTH ADVISORS, LLC | TRUE PRIVATE WEALTH ADVISORS, LLC | STEVE BINNS GROUP | SANDERS COFFEE GROUP | OPSAHL GROUP | NBC CAPITAL ADVISORS GROUP | NANSON, BRATT & COLVIN CAPITAL ADVISORS GROUP | MIKE LONG GROUP | GESCHER HERBER GROUP | DAVIS ALTMAN PATERSON GROUP
CRD#: 164947 / SEC#: 801-76997
RIA
Registered Investment Advisory firm - (8/7/2012 Approved)PREMIUM
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Contact information
Main Address
1781 Liberty Street Se Suite 200, Salem, OR 97302
Mailing Address
P.o. Box 648, Mcminnville, OR 97128
Phone number
(503) 400-3311
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,050 |
| AUM (Assets Under Management) | $ 1,261,064,067 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUE PRIVATE WEALTH ADVISORS, LLC
CRD#: 164947Salem, OR 97302TRUST BUT VERIFY
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