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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Barnes is a financial advisor who has been in the financial services industry since 1989. Barnes has a wide range of experience in the financial services industry, working with both individuals and businesses. He is a certified financial planner and holds multiple securities licenses including Series 7, Series 24, Series 26, and Series 63. Currently, Barnes is an investment advisor representative at Grove Point Advisors, LLC, where he has been since 2021. Barnes has held previous positions at other firms, including CUSO Financial Services, L.P., H. Beck, Inc., Dunham and Associates Investment Counsel, Inc., and Primevest Financial Services, Inc. Barnes provides a variety of financial services to his clients, including financial planning, portfolio management, and pension consulting.
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.
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
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
TX
06/30/2014 - 04/13/2015
CUSO FINANCIAL SERVICES, L.P. (Austin TX)
TX
09/22/2005 - 06/27/2014
H. BECK, INC. (SAN ANTONIO TX)
CA
03/22/2004 - 09/12/2005
DUNHAM AND ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
MN
04/03/2000 - 02/23/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
08/12/1993 - 04/17/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MN
09/19/1989 - 12/17/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/19/1989 - 12/17/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 07/19/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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