Jodie Barnes, financial advisor Graford TX
93 score

Jodie Barnes

CRD Number: 3159061
Current Firm: Lpl Financial LLC

Jodie Barnes (CRD# 3159061) is an Investment Advisor Representative working at Lpl Financial LLC in Graford, TX and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Mineral Wells, TX Nov 2017 - Current < 1
Investment Centers Of America Mineral Wells, TX Nov 1997 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
S63 Uniform Securities State Law Examination Dec 2000
Contact Info for Jodie L. Barnes
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MA
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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