Steven Barnes, financial advisor Bakersfield CA

Steven Barnes

CRD Number: 1609891
Current Firm: Barnes Wealth Management Group

Steven Barnes (CRD# 1609891) is an Investment Advisor Representative working at Barnes Wealth Management Group in Bakersfield, CA and has over 24 years of experience in the finance industry. Steven Barnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Nov 2015 - Current 8
Barnes Wealth Management Group Bakersfield, CA Oct 2001 - Current 22
Barnes & Associates Bakersfield, CA Sep 2007 - Nov 2015 8
Lpl Financial, Llc (formerly: Linsco Private Ledger) Bakersfield, CA Aug 2001 - Nov 2015 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 1999
Contact Info for Steven A. Barnes
By the Numbers
  • Total Assets Under Management
    282
    MILLIONS
  • Total Number of Accounts
    1,104
    ACCOUNTS
  • Average Account Value
    $255,572
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, PA, TX

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