Unclaimed
Bonnie Barnes is a financial advisor who has been in the industry since 2005. Bonnie currently works at Lion Street Financial, LLC in Austin, Texas. Bonnie has worked at several firms including J. Alden Associates, Inc. in Wayne, Pennsylvania; Retirement Capital Group Securities, Inc. in San Diego, California; and Clark Securities, Inc. in Dallas, Texas. Bonnie is licensed in Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
TX
08/15/2014 - Present
Lion Street Financial, LLC (AUSTIN TX)
PA
04/25/2011 - 08/18/2014
J. ALDEN ASSOCIATES, INC. (WAYNE PA)
CA
07/17/2008 - 04/07/2011
RETIREMENT CAPITAL GROUP SECURITIES, INC. (SAN DIEGO CA)
TX
06/22/2005 - 06/06/2008
CLARK SECURITIES, INC. (DALLAS TX)
BC
Issued 01/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bonnie Barnes is the right advisor for you? Invested Better is here to help.