Managing Member, Chief Compliance Officer · Barr Financial Services, LLC
Kirk B. Young
CRD 1348461 · Named on Form ADV at one SEC-registered adviser
At a glance
Barr Financial Services, LLC, an SEC-registered wealth manager based in Winter Park, FL with $269 million in regulatory assets, lists Kirk B. Young on its Form ADV as Managing Member, Chief Compliance Officer, a control person.
Firms and roles
- Barr Financial Services, LLCManaging Member, Chief Compliance OfficerWealth manager · Winter Park, FL · $269M in regulatory assets
AtlasMembers
Kirk’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Michael G. StewartOwner, Barr Financial Services, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kirk’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.