Kristopher Barney (CRD# 5385959) is an Investment Advisor Representative working at 30-40 Wealth Partners in Cornelius, NC and has over 15 years of experience in the finance industry.
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
CRD# 4205168
The Financial Legacy Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 30-40 Wealth Partners, LLC | Cornelius, NC | Aug 2020 - Current | 3 |
| Opendoor Labs | Charlotte, NC | Feb 2017 - Mar 2021 | 4 |
| Funding Circle Usa, Inc. | San Francisco, CA | Apr 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
- CA
- NC
- TX
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts81ACCOUNTS
-
Average Account Value$397,570
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, NC, TX
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