Barry Barnette (CRD# 4492898) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greer, SC and has over 22 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 5633227
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2021 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2021 - Current | 2 |
| Barnette And Associates Wealth Management, LLC | Greer, SC | Aug 2014 - Current | 9 |
| Gwn Securities, Inc. | Palm Beach Gardens, FL | Oct 2018 - May 2021 | 2 |
| Foresters Equity | San Diego, CA | Aug 2014 - Oct 2018 | 4 |
| Lincoln Financial Securities | Greer, SC | Jul 2008 - Aug 2014 | 6 |
| Barry A. Barnette, LLC | Greer, SC | Feb 2007 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- SC
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Educational seminars/workshops
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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