David Barnes, financial advisor Mcallen TX

David Barnes

CRD Number: 2077476
Current Firm: Ameriprise Financial Services, LLC

David Barnes (CRD# 2077476) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mcallen, TX and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Mcallen, TX Sep 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1990
Contact Info for David D. Barnes
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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