Barnett Financial, Inc.
Barnett Financial, Inc. (CRD# 114414) is a financial advisory firm headquartered in Austin, TX. They manage $142,341,965 in 424 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management142MILLION
Total Number of Accounts424ACCOUNTS
Average Account Value$335,712
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Laura Lion is a fee-only financial advisor working at Barnett Financial in Austin, TX. Laura has over 20 years experience in the finance industry.
At Barnett Financial, we believe that the best way to connect your dreams to sound financial strategy is by getting to know you. To provide expert financial services and sound advice, we listen first. We take a personal interest in the unique experiences, concrete concerns, and complex drivers that shape your individual investment priorities.
We offer long-term family financial planning and investment management services to a select group of clients. With myriad assets under management, we provide each client with an unparalleled level of personalized service impossible to find at larger financial institutions.
Bradley Phillips (CRD# 6754380) is an Investment Advisor Representative working at Barnett Financial, Inc. in Austin, TX and has 1 year of experience in the finance industry. Bradley Phillips has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Lion (CRD# 6101410) is an Investment Advisor Representative working at Barnett Financial, Inc. in Austin, TX and has over 3 years of experience in the finance industry.