Hugh Barndollar, financial advisor Land O'Lakes FL
83 score

Hugh Barndollar

CRD Number: 3027317
Current Firm: Crown Capital Securities, LP

Hugh Barndollar (CRD# 3027317) is an Investment Advisor Representative working at Crown Capital Securities, LP in Land O'Lakes, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Barndollar Advisory Services Inc. Land O Lakes, FL Apr 2014 - Current 2
Crown Capital Securities, LP Orange, CA Mar 2013 - Current 3
Barndollar Financial Land O Lakes, FL Jan 2007 - Current 10
Cornerstone Securities LLC Land O' Lakes, FL Sep 2013 - Oct 2014 1
Newport Coast Asset Management Odessa, FL Aug 2008 - Apr 2013 4
Newport Coast Securities, Inc. Irvine, CA Jul 2008 - Apr 2013 4
Grant Bettingen, Inc. New Port Richey, FL Jul 2008 - Mar 2013 4
J.p. Turner & Company, LLC New Port Richey, FL Jul 2007 - Jul 2008 1
J.p. Turner & Company Capital Management New Port Richey, FL Jul 2007 - Jul 2008 1
Calton & Associates, Inc. Ocala, FL Jun 2007 - Jul 2007 < 1
Brookstreet Securities Corporation Irvine, CA May 2006 - Jun 2007 1
Tandus Industries Dalton, GA Jan 2003 - Mar 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S65 NASAA Investment Advisors Law Examination Jan 2007
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Hugh O. Barndollar
Phone Number: 714-547-9481
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    562
    MILLIONS
  • Total Number of Accounts
    2,871
    ACCOUNTS
  • Average Account Value
    $195,816
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NM, NV, NY, OH, OK, PA, SC, TN, TX, WA, WI

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BADGES
83

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