Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Barnes is a financial advisor with over 30 years of experience in the financial services industry. Currently, Robert is registered with LPL Financial LLC and has been affiliated with them since November 2017. Robert is a Series 7 and Series 66 licensed advisor. Prior to his current role, Robert has worked with other firms like NATIONAL PLANNING CORPORATION, ASSOCIATED SECURITIES CORP., SENTRA SECURITIES CORPORATION, LAGUNA SECURITIES, INC., WEALTH RESOURCE CAPITAL CORPORATION and FINANCIAL NETWORK INVESTMENT CORPORATION. Robert offers a wide range of services, including financial planning, portfolio management, and consulting. Robert specializes in working with individuals, corporations, and charitable organizations.
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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2
CA
11/29/2017 - Present
LPL Financial LLC (LONG BEACH CA)
CA
08/28/2009 - 11/29/2017
NATIONAL PLANNING CORPORATION (LONG BEACH CA)
CA
07/25/2003 - 08/28/2009
ASSOCIATED SECURITIES CORP. (REDONDO BEACH CA)
AZ
04/16/1997 - 08/06/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
08/01/1995 - 04/16/1997
LAGUNA SECURITIES, INC. (NEWPORT BEACH CA)
CA
05/22/1992 - 08/01/1995
WEALTH RESOURCE CAPITAL CORPORATION (NEWPORT BEACH CA)
CA
09/22/1987 - 05/26/1992
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 07/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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