Austin Barnard (CRD# 7494710) is an Investment Advisor Representative working at What About Us Financial in Bellbrook, OH and has over 2 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| What About Us Financial | Bellbrook, OH | Jun 2022 - Current | 1 |
| What About Us Financial | Bellbrook, OH | Oct 2021 - Jun 2022 | < 1 |
| Arrow Electronics | Centennial, CO | Aug 2017 - Sep 2021 | 4 |
| The Blue Bench | Denver, CO | May 2017 - Aug 2017 | < 1 |
| Ohio State University | Athens, OH | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- CA
- OH
- TX
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts161ACCOUNTS
-
Average Account Value$159,980
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, OH, TX
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