Unclaimed
Christian Barnett is a financial advisor with LPL Financial LLC, based in Orange Park, Florida. Christian has been in the financial services industry since 2007. Christian provides investment advisory services to individuals, families, and businesses. They offer a wide range of financial planning and investment management services, including retirement planning, college savings planning, and estate planning. Christian holds the Series 7, Series 66, and SIE licenses and is a CERTIFIED FINANCIAL PLANNER™. Christian has previously been registered with Investment Centers of America, Inc., CUSO Financial Services, L.P., Infinex Investments, Inc., Essex National Securities, LLC, Thrivent Investment Management Inc., Securities America, Inc., and CUNA Brokerage Services, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/29/2017 - Present
LPL Financial LLC (ORANGE PARK FL)
MN
07/31/2017 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (BAXTER MN)
FL
10/31/2016 - 07/27/2017
CUSO FINANCIAL SERVICES, L.P. (JACKSONVILLE FL)
MN
07/01/2016 - 11/03/2016
INFINEX INVESTMENTS, INC. (Mora MN)
MN
09/30/2014 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (Princeton MN)
MN
09/20/2013 - 10/01/2014
THRIVENT INVESTMENT MANAGEMENT INC. (BAXTER MN)
MN
04/30/2013 - 09/17/2013
SECURITIES AMERICA, INC. (COON RAPIDS MN)
GA
02/25/2013 - 04/16/2013
CUNA BROKERAGE SERVICES, INC. (BUFORD GA)
MN
03/30/2012 - 02/12/2013
LPL FINANCIAL LLC (BRAINERD MN)
MN
06/05/2008 - 04/03/2012
CUNA BROKERAGE SERVICES, INC. (BRAINERD MN)
OH
07/26/2007 - 03/27/2008
EDWARD JONES (COLUMBUS OH)
BOTH
Issued 08/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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