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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Garrett Barnes is a financial advisor with over 20 years of experience in the financial industry. Barnes is currently registered with Wells Fargo Clearing Services, LLC and is a Certified Financial Planner. Barnes has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Barnes is committed to helping clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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
05/02/2023 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE VILLAGE CA)
CA
06/12/2008 - 01/03/2012
PRIMEVEST FINANCIAL SERVICES, INC. (GOLETA CA)
CA
02/24/2006 - 04/16/2007
WELLS FARGO INVESTMENTS, LLC (BURBANK CA)
NY
02/05/2003 - 12/13/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
01/31/1997 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
WI
11/30/1995 - 01/31/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 04/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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