William Barnett, financial advisor Jacksonville FL

William Barnett

CRD Number: 4956122
Current Firm: Transamerica Financial Advisors, Inc.

William Barnett (CRD# 4956122) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Jacksonville, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Jacksonville, FL Mar 2018 - Current 6
World Financial Group, Inc. Jacksonville, FL Jan 2018 - Current 6
Theatre Partners, LLC Jacksonville, FL Oct 2009 - Current 14
Wave Development Jacksonville, FL Jun 1998 - Current 25
Twz Ii Inc Dba Us Processing Solutions Long Beach, CA Oct 2022 - Nov 2023 1
College Loan Freedom Henderson, NV Nov 2018 - Nov 2023 5
Transamerica Financial Advisors, Inc. Jacksonville, FL Jan 2012 - Apr 2017 5
Beachside Enterprises Jacksonville Beach, FL Feb 2001 - Apr 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2010
S65 NASAA Investment Advisors Law Examination Apr 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William E. Barnett
Phone Number: 727-299-1800
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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