Lawrence Barnard, financial advisor Franklin TN

Lawrence Barnard

CRD Number: 2373006
Current Firm: Paul Winkler, Inc.

Lawrence Barnard (CRD# 2373006) is an Investment Advisor Representative working at Paul Winkler, Inc. in Franklin, TN and has over 30 years of experience in the finance industry. Lawrence Barnard 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.

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Professional Designations
Company Name Location Dates Years
Paul Winkler, Inc. Goodlettsville, TN Aug 2008 - Current 15
Signature Investments Inc. Dayton, OH Jan 2013 - Oct 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Jul 2004
Contact Info for Lawrence E. Barnard
Phone Number: 615-851-1950
Registered State(s):
  • AL
  • AR
  • CA
  • FL
  • IN
  • OH
  • TN
  • TX
  • VA
  • WI
By the Numbers
  • Total Assets Under Management
    924
    MILLIONS
  • Total Number of Accounts
    2,421
    ACCOUNTS
  • Average Account Value
    $381,495
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, FL, GA, IN, KY, LA, MI, MS, NC, OH, TN, TX, VA, WI

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