Edward BarnardCRD Number: 5500204
Current Firm: Bts Asset Management, Inc.
Edward Barnard (CRD# 5500204) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Formula Folios Investments||Jenison, MI||Jul 2014 - Current||3|
|Bts Asset Management||Lexington, MA||Apr 2012 - Current||5|
|Family Legacy Wealth Management LLC||Charlotte, NC||Feb 2010 - Current||7|
|Family Legacy Group, Inc.||Charlotte, NC||Nov 2003 - Current||14|
|Usa Financial Securities Corporation||Charlotte, NC||Mar 2008 - Sep 2010||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management1,373MILLIONS
Total Number of Accounts9,620ACCOUNTS
Average Account Value$142,684
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Market timing services
AK, AL, AR, AZ, CA, CO, CT, 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, VT, WA, WI, WV
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