Robert BarnettCRD Number: 3080224
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Robert Barnett (CRD# 3080224) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomington, MN and has over 22 years of experience in the finance industry. Robert Barnett 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.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Faa Certified Private Pilot||Eden Prairie, MN||May 2014 - Current||8|
|Bank Of America, N.a.||Bloomington, MN||Jul 2011 - Current||11|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Bloomington, MN||Nov 2007 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2000|
|S65||NASAA Investment Advisors Law Examination||Apr 2008|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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