Gerald Barnes, financial advisor Sun City AZ

Gerald Barnes

CRD Number: 6703174
Current Firm: Fsg Financial Services, Inc.

Gerald Barnes (CRD# 6703174) is an Investment Advisor Representative working at Fsg Financial Services, Inc. in Sun City, AZ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fsg Financial Services, Inc. Sun City, AZ Feb 2018 - Current 3
Financial Security Group Of Az, Inc. Sun City, AZ Sep 2015 - Current 6
Client One Securities LLC Peoria, AZ May 2017 - Dec 2017 < 1
Managed Assets Newport Beach, CA Mar 1997 - Nov 2017 20
Onpointe Advisory And Financial Services LLC Petaluma, CA Nov 2016 - Jan 2017 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2016
S63 Uniform Securities State Law Examination May 2017
Contact Info for Gerald R. Barnes
Phone Number: 623-561-2323
Registered State(s):
  • AZ
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $160,331
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, LA, NV

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