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Randall Clifford Barnes

Thepartners Wealth Management

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About Randall Clifford Barnes

Randall Barnes is a financial advisor at ThePARTNERS Wealth Management. Randall has been in the industry since 2001. Randall holds the Series 6, Series 63, Series 26 and SIE licenses. Randall is registered with the state of Arizona and works with individuals, pension plans and businesses. Prior to joining ThePARTNERS Wealth Management, Randall worked at Transamerica Financial Advisors, Inc. and World Group Securities, Inc.

Firm Information

Randall Barnes is currently registered with Thepartners Wealth Management. Thepartners Wealth Management is a financial advisory firm based in Monterey, California. The firm provides financial planning, portfolio management, and selection of other advisers. They serve individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. They manage approximately $172.5 million in assets.
Thepartners Wealth Management

299 WEBSTER STREET

MONTEREY, CA 93940

$172.53M

Assets Under Management

Not reported

Total Clients

9

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tamp program/model manager/sub advisor

Tamp program/model manager/sub advisor

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Randall Barnes’s Registration & Firm History

AZ

09/18/2024 - Present

Thepartners Wealth Management (Tucson AZ)

AZ

01/06/2012 - 05/25/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (TUCSON AZ)

AZ

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (TUCSON AZ)

GA

06/22/2001 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 05/02/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randall Clifford Barnes.
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