Invested Better
Unclaimed

Unclaimed

Unclaimed

Vern Barkdull

Preferred Retirement Options, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Vern? Claim Your Profile

About Vern Barkdull

Vern Barkdull is an Investment Advisor Representative at Preferred Retirement Options, Inc. with over 15 years of experience in the industry. Vern is registered to provide investment advice in Nevada. Vern works with individual clients and provides financial planning, educational seminars and other advisory services. Vern is also a licensed insurance agent and operates Barkdull Financial Group, an insurance agency.

Firm Information

Vern Barkdull is currently registered with Preferred Retirement Options, Inc.. Preferred Retirement Options, Inc. is an investment advisor registered with the SEC. They have 4 licensed agents and 5 investment advisor representatives. They offer financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They manage approximately 480 client accounts.

Not reported

Assets Under Management

480

Total Clients

5

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Vern Barkdull’s Registration & Firm History

NV

01/01/2025 - Present

Preferred Retirement Options, Inc. (Las Vegas NV)

Not sure if Vern Barkdull is right for you?

Licenses & Designations

IA

Issued 04/23/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vern Barkdull.
Not sure if Vern Barkdull is right for you?