Sefton BarnesCRD Number: 6696699
Current Firm: Florida Financial Advisors, Inc.
Sefton Barnes (CRD# 6696699) is an Investment Advisor Representative working at Florida Financial Advisors, Inc. in Tampa, FL and has over 4 years of experience in the finance industry.
Commonwealth Financial Network
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Trinity Wealth Securities L.l.c||Tampa, FL||Feb 2019 - Current||2|
|Florida Financial Advisors||Tampa, FL||Aug 2018 - Current||3|
|Ifs Securities Inc.||Atlanta, GA||Nov 2018 - Feb 2019||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Aug 2016 - Aug 2018||2|
|Hotel Duval||Tallahassee, FL||Aug 2013 - Aug 2016||3|
|Tequesta Country Club||Tequesta, FL||May 2013 - Aug 2013||< 1|
|Tequesta Country Club||Tequesta, FL||Aug 2012 - May 2013||< 1|
|Mxsouth||Jupiter, FL||Mar 2011 - Aug 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2017|
|S65||NASAA Investment Advisors Law Examination||Oct 2018|
Total Assets Under Management31MILLIONS
Total Number of Accounts305ACCOUNTS
Average Account Value$101,373
- A percentage of assets under your management
- 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)
FL, NJ, PA, TX
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