Bradley Barnes (CRD# 4972995) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 16 years of experience in the finance industry. Bradley Barnes has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | Brentwood, TN | Nov 2022 - Current | 1 |
| Barnes Wealth Team | Brentwood, TN | Jun 2014 - Current | 10 |
| Raymond James Financial Services | Brentwood, TN | Jul 2008 - Current | 16 |
| Southwestern Investment Group | Brentwood, TN | Mar 2019 - Nov 2022 | 3 |
| 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 |
- AL
- TN
- TX
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- 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
- Pension consulting services
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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