Joshua BarnardCRD Number: 2917150
Current Firm: Prudential Financial Planning Services
Joshua Barnard (CRD# 2917150) is an Investment Advisor Representative working at Prudential Financial Planning Services in Overland Park, KS and has over 24 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Pruco Securities, LLC||Overland Park, KS||Dec 2020 - Current||1|
|The Prudential Insurance Company Of America||Overland Park, KS||Dec 2020 - Current||1|
|Arvest Wealth Management||Fayetteville, AR||Feb 2018 - Dec 2020||2|
|Barnard's Dojo, Inc.||Fort Lauderdale, FL||Apr 2011 - Jan 2018||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1997|
|S65||NASAA Investment Advisors Law Examination||Jan 2004|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management11,236MILLIONS
Total Number of Accounts70,757ACCOUNTS
Average Account Value$158,796
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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