Unclaimed
Troy Mclemore Barnes is a financial advisor currently with Steward Partners Investment Advisory, LLC. Troy Mclemore Barnes has over 22 years of experience in the financial services industry. Troy Mclemore Barnes has been registered with Steward Partners Investment Advisory, LLC since October of 2021, and previously was registered with Raymond James Financial Services, Inc. Troy Mclemore Barnes is licensed to provide financial advice in 32 states, including Texas, Virginia and New York, in addition to holding FINRA Series 7 and 66 licenses. The advisor offers financial planning, pension consulting, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NY
10/20/2021 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
VA
10/20/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Norfolk VA)
VA
04/30/2008 - 10/28/2021
WELLS FARGO CLEARING SERVICES, LLC (FRANKLIN VA)
VA
02/21/2006 - 05/12/2008
CITIGROUP GLOBAL MARKETS INC. (VIRGINIA BEACH VA)
MD
06/09/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 07/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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