William Barnes (CRD# 7249463) is an Investment Advisor Representative working at S.b. Value Partners, LP in San Antonio, TX and has 1 year of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sb Value Partners, LP | San Antonio, TX | Dec 2019 - Current | 4 |
| Eagle Eye Networks | Austin, TN | Feb 2018 - Nov 2019 | 1 |
| Aveanna Healthcare | San Antonio, TX | Apr 2016 - Jan 2018 | 1 |
| Life Time Fitness | Garland, TX | Mar 2015 - Mar 2016 | 1 |
| Maxsys Solutions | Frisco, TX | Jun 2014 - Dec 2014 | < 1 |
| None | San Antonio, TX | Dec 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- TX
-
Total Assets Under Management3,548MILLIONS
-
Total Number of Accounts117ACCOUNTS
-
Average Account Value$30,328,098
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, IN, MT, OR, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.