Bradley BarnesCRD Number: 4972995
Current Firm: Sagespring Wealth Partners
Bradley Barnes (CRD# 4972995) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 15 years of experience in the finance industry. Bradley Barnes 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.
Cypress Capital, LLC
Ameriprise Financial Services, LLC
Raymond James Financial Services Advisors, Inc.
|Sagespring Wealth Partners||Brentwood, TN||Nov 2022 - Current||< 1|
|Sagespring Wealth Partners||Brentwood, TN||Jan 2019 - Current||4|
|Barnes Wealth Group||Brentwood, TN||Jun 2014 - Current||9|
|Barnes Wealth Team||Brentwood, TN||Jun 2014 - Current||9|
|Raymond James Financial Services||Brentwood, TN||Jul 2008 - Current||15|
|Southwestern Investment Group||Brentwood, TN||Mar 2019 - Nov 2022||3|
|Southwestern Investment Group||Brentwood, TN||Jan 2019 - Nov 2022||3|
|Southwestern Investment Advisory Services||Franklin, TN||Mar 2017 - Nov 2022||5|
|Southwestern Investment Advisory Services||Brentwood, TN||Mar 2017 - Nov 2022||5|
|Southwestern Investment Group||Brentwood, TN||Mar 2010 - Nov 2022||12|
|Raymond James Financial Services Advisors, Inc.||Brentwood, TN||Jan 2009 - Mar 2017||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management4,277MILLIONS
Total Number of Accounts27,053ACCOUNTS
Average Account Value$158,114
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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