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Bonnie Jean Barnes

Lion Street Financial, LLC

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About Bonnie Jean Barnes

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.

Firm Information

Bonnie Barnes is currently registered with Lion Street Financial, LLC. Lion Street Financial, LLC is a Limited Liability Company formed in January 2022 and is registered to provide advisory services in all 50 states, the District of Columbia, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Bonnie Barnes’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bonnie Jean Barnes.
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