David Leroy Barr

18 Years of Experience

2 DisclosuresSells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth

Tucker Asset Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

61 advisors

Number of Clients

3,191 clients

Average Client Portfolio

$201K average

Assets Under Management

$640.8M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

1520 West Canal Court, Suite 100, Littleton, CO, 80120

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

March 2016

Final

Judgment / Lien

June 1998

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

David is the owner/agent of Dave Barr CLU LLC, selling life, disability, health, and annuity insurance products since January 2020. He dedicates nearly full-time hours to this business.

Employment History

Current Registrations

Tucker Asset Management LLC

June 2022 - Present · 3 yrs 8 mos

Previous Registrations

Park Avenue Securities LLCBroker

February 2003 - July 2003 · 5 mos

1717 Capital Management CompanyBroker

March 1995 - October 2002 · 7 yrs 7 mos

Princor Financial Services CorporationBroker

February 1992 - April 1995 · 3 yrs 2 mos

Century Investors of America, INC.Broker

December 1987 - February 1992 · 4 yrs 2 mos

Mutual Service CorporationBroker

December 1987 - December 1987 · 0 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.