Role at Parallel Advisors
- Registration
- Investment adviser representative, through Parallel Advisors, LLC since 17 July 2023
- Officer or owner
- Cara Barr is not listed among Parallel Advisors’ executive officers or direct owners.
The firm
Form ADV filed 29 June 2026
Career on record
Cara Barr has been registered through Parallel Advisors since July 2023, and before that through Beacon Pointe Advisors.
- Parallel Advisors, LLCCurrent– present · 3 yearsSan Francisco, CA · Adviser representative · Firm CRD 140800
- Beacon Pointe Advisors, LLC– · 2 yearsCampbell, CA · Adviser representative · Firm CRD 119290
- Passed Series 65 · 2021
- Passed SIE · 2016
- Passed Series 63 · 2015
- Passed Series 7 · 2014
Registrations and exams
Cara Barr is registered as an investment adviser representative in California and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 17 July 2023 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 September 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 March 2015 |
| SIE | Securities Industry Essentials Examination | 14 April 2016 |
| Series 7 | General Securities Representative Examination | 1 August 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Adviser record
- Full name
- Cara Elizabeth Barr
- CRD
- 6278540
- Registered in
- California
- Office
- 150 Spear Street, Suite 1600, San Francisco, CA 94105
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Cara Barr work?
Cara Barr is an investment adviser representative registered through Parallel Advisors, LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Cara Barr a financial advisor?
Yes. Cara Barr is registered as an investment adviser representative in California, through Parallel Advisors since July 2023, as of 14 October 2026.
How many years of experience does Cara Barr have?
Cara Barr has worked in the financial industry for 4 years as of 14 October 2026, counted from 2 January 2022, across 2 adviser firms.
What exams has Cara Barr passed?
Cara Barr has passed 4 licensing exams: the Series 7, Series 63, SIE and Series 65. The earliest, the Series 7, was passed in August 2014.
Where did Cara Barr work before Parallel Advisors?
Before Parallel Advisors, Cara Barr was registered through Beacon Pointe Advisors, LLC, September 2021 to April 2023.
Where is Cara Barr based?
Cara Barr’s registered office is in San Francisco, CA.
Leadership at Parallel Advisors
Jerry RendicChief Executive Officer
Diane GabianelliChief Financial Officer
Sangeetha SrinivasanChief Compliance Officer- Daniel HaspelElected Manager
Jacob SchuttChief Wealth Officer