Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Howard Barney is a financial advisor registered with Charles Schwab & Co., Inc. James Barney's career in the financial services industry began in 2021. The advisor works in Wildomar, CA and is registered in California as both an Investment Advisor Representative (IAR) and a Broker-Dealer Agent (BDA).
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
10/04/2022 - Present
Charles Schwab & CO., Inc. (Wildomar CA)
BC
Issued 02/12/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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