William Barnes, financial advisor Elgin IL
93 score

William Barnes

CRD Number: 1111454
Current Firm: Investment Advisors

William Barnes (CRD# 1111454) is an Investment Advisor Representative working at Investment Advisors in Elgin, IL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Harvest Investment Services, LLC Elgin, IL May 2012 - Current 4
Proequities, Inc. Elgin, IL Jun 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1991
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for William T. Barnes
Phone Number: 800-288-3035
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,998
    MILLIONS
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
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)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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