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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodie? Claim Your ProfileJodie Lynn Barnes is an Investment Advisor Representative with LPL Financial LLC, with over 23 years of experience in the financial services industry. Jodie is registered in Texas, Ohio and New Mexico, and offers financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Jodie was previously employed by Investment Centers of America, Inc. in Mineral Wells, Texas. Jodie is a dedicated professional and is committed to providing her clients with the highest level of service and support.
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.
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TX
11/29/2017 - Present
LPL Financial LLC (MILLSAP TX)
TX
10/25/2000 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (MINERAL WELLS TX)
IA
Issued 11/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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