Robert Barnes (CRD# 1696047) is an Investment Advisor Representative working at Lpl Financial LLC in Orwell, OH and has over 28 years of experience in the finance industry.
CRD# 6535471
Commonwealth Financial Network
CRD# 4557403
Essential Financial Planning, Inc.
CRD# 2910271
Avantax Advisory Services
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Orwell, OH | Oct 2019 - Current | 4 |
Cadaret, Grant & Company, Inc. | North Olmsted, OH | Dec 2011 - Oct 2019 | 7 |
Robert Barnes Asset Management | North Olmsted, OH | Dec 2011 - Oct 2019 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1996 |
- OH
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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