Jerry Barnett, financial advisor Bellingham WA

Jerry Barnett

CRD Number: 5135728
Current Firm: Lpl Financial LLC

Jerry Barnett (CRD# 5135728) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Bellingham, WA Jul 2021 - Current 2
Waddell & Reed, Inc. Bellingham, WA Mar 2010 - Current 14
Various Insurance Carriers For W&r Insurance Agencies Bellingham, WA Mar 2010 - Current 14
Universal Energy Inc. Bellingham, WA Mar 1996 - Current 28
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Jerry L. Barnett
Phone Number: 704-733-3300
Registered State(s):
  • AK
  • CA
  • CO
  • VA
  • WA
  • WY
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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