Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames William Barnett is an investment advisor representative. James has been in the financial services industry for over 39 years. James is registered with the Securities and Exchange Commission (SEC). James is associated with Global Retirement Partners LLC in SAN RAFAEL, CA, and HUB INTERNATIONAL in Columbia, SC. James specializes in retirement planning, financial planning, insurance, and portfolio management for individuals and businesses. James provides investment advisory services through Global Retirement Partners, LLC.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
07/23/2024 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
SC
10/01/1997 - 07/19/2024
OSAIC FS, INC. (COLUMBIA SC)
IN
02/26/1990 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NY
11/14/1986 - 12/18/1989
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
NA
10/31/1984 - 11/25/1986
JEFFERSON-PILOT INVESTOR SERVICES, INC.
IA
Issued 05/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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